| Provider | Service type | Compensation |
|---|---|---|
FULLER & THALER ASSET MANAGEMENT7+ years Filed as: FULLER AND THALER Service code 28 · EIN 94-3176968 | Investment Management | $643,361 |
T ROWE PRICE RPS INC7+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $434,849 |
CHRISTOPHER BROUSAIDES3 years Filed as: CHRISTOPHER HANLEY Service code 14 · EIN 52-6124299 | Plan Administrator | $311,532 |
STATE STREET GLOBAL ADVISORS7+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $304,979 |
REAMS ASSET MANAGEMENT7+ years Service code 28 · EIN 43-1925734 | Investment Management | $277,335 |
CORINNE KOCH3 years Service code 30 · EIN 52-6124299 | Employee (plan) | $163,085 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $162,500 |
Service code 13 · EIN 53-0088590 | Contract Administrator | $129,347 |
CAROL SKOPP3 years Service code 30 · EIN 52-6124299 | Employee (plan) | $121,563 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $103,488 |
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 | $444,552-100.0% | $151,098-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 16.3%-16.3pp | 3.7%-3.7pp |
| Annual return | 13.03% | 15.63%-2.6pp | 11.31%+1.7pp | 15.63%-2.6pp |
| Employer contribution / active EE | $22,267 | $11,476+94.0% | $35,729-37.7% | $11,476+94.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $237-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $20,124-100.0% | $429-100.0% |