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| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS10+ years Filed as: PGIM REAL ESTATE Service code 28 · EIN 22-1211670 | Investment Management | $302,428 |
ASSOCIATED ADMINISTRATORS, LLC10+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 12 · EIN 65-1205077 | Direct payment from the plan; Copying... | $142,234 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $133,750 |
GOLDMAN SACHS8 years Filed as: CORBIN CAPITAL PARTNERS, L.P. Service code 28 · EIN 30-0299433 | Investment Management | $130,053 |
Service code 28 · EIN 13-3257590 | Investment Management | $125,236 |
ATLANTA CAPITAL MANAGEMENT10+ years Filed as: ATLANTA CAPITAL MANAGMENT Service code 28 · EIN 58-2236910 | Investment Management | $115,469 |
HAMILTON LANE ADVISORS, LLC8 years Service code 28 · EIN 23-2962336 | Investment Management | $108,617 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN, LEWIS & BOCKIUS, LP Service code 29 · EIN 23-0891050 | Legal | $77,290 |
GREAT LAKE ADVISORS4 years Filed as: GREAT LAKE ADVISORS, LLC Service code 28 · EIN 80-0292839 | Investment Management | $67,656 |
CHEIRON10+ years Service code 11 · EIN 13-4215617 | Actuarial | $49,144 |
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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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 10.29% | 8.76%+1.5pp | 6.77%+3.5pp | 8.76%+1.5pp |
| Employer contribution / active EE | $18,408 | $16,664+10.5% | $20,121-8.5% | $16,664+10.5% |
| Participant deferral / active EE | $0 | $948-100.0% | $0 | $948-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |