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| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS1+ years Filed as: PGIM REAL ESTATE Service code 28 · EIN 22-1211670 | Investment Management | $507,555 |
JOHNSTON ASSET MANAGEMENT1+ years Filed as: JOHNSTON ASSET MANAGMENT Service code 28 · EIN 13-3257590 | Investment Management | $138,208 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD. - STE 800 · GLENDALE, CA 91023 | Investment Management | $123,646 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA CAPITAL MANAGMENT Service code 28 · EIN 58-2236910 | Investment Management | $113,883 |
ASSOCIATED ADMINISTRATORS, LLC1+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 12 · EIN 65-1205077 | Contract Administrator; Recordkeeping... | $101,196 |
WESTFIELD CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0175963 | Investment Management | $94,622 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $85,625 |
BLACK & PINCKARD LLC1+ years Filed as: BLACK ROCK FINANCIAL MGMT, INC. Service code 28 · EIN 13-3806691 | Investment Management | $77,768 |
ROTHSCHILD ASSET MANAGEMENT1+ years Service code 28 · EIN 13-2544634 | Investment Management | $70,311 |
PENN CAPITAL MANAGEMENT1+ years Filed as: PENN CAPITAL MANAGMENT COMPANY, INC Service code 28 · EIN 22-2796848 | Investment Management | $46,529 |
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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 | $82,591-100.0% | - | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 0.0%0pp | 0.8%-0.8pp |
| Annual return | 4.11% | -0.60%+4.7pp | -1.50%+5.6pp | -0.60%+4.7pp |
| Employer contribution / active EE | $8,523 | $12,272-30.5% | $18,142-53.0% | $12,272-30.5% |
| Participant deferral / active EE | $0 | $416-100.0% | $0 | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | - | $717-100.0% |