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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL FINANCIAL CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $2,671,996 |
WEDGE CAPITAL MANAGEMENT8+ years Filed as: WEDGE CAPITAL MANAGEMENT, L.L.P. Service code 28 · EIN 56-1557450 | Investment Management | $742,332 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY, LLC Service code 28 · EIN 26-4560299 | Investment Management | $553,217 |
WITHUMSMITH+BROWN, PC8+ years Filed as: BROWN CAPITAL MANAGEMENT, LLC. Service code 28 · EIN 27-4453139 | Investment Management | $295,125 |
INVESTMENT PERFORMANCE SERVICES8+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 16 · EIN 58-2432390 | Consulting | $291,224 |
EARNEST PARTNERS, LLC8+ years Service code 28 · EIN 58-2386669 | Investment Management | $275,551 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 23 · EIN 46-0619194 | Insurance brokerage commissions and f... | $246,950 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 21 · EIN 94-3112180 | Bank Trustee | $195,889 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $178,558 |
Filed as: JOHN LEICHLING Service code 30 · EIN 52-6036829 | Employee (plan); Direct payment from ... | $167,299 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 6.85% | 10.13%-3.3pp | 78.62%-71.8pp | 9.11%-2.3pp |
| Employer contribution / active EE | $10,048 | $13,162-23.7% | $31,646-68.2% | $12,231-17.9% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |