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| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS4+ years Filed as: PGIM REAL ESTATE Service code 28 · EIN 22-1211670 | Investment Management | $342,403 |
Service code 28 · EIN 13-3257590 | Investment Management | $145,924 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $139,796 |
ASSOCIATED ADMINISTRATORS, LLC4+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 12 · EIN 65-1205077 | Recordkeeping and information managem... | $113,162 |
ATLANTA CAPITAL MANAGEMENT4+ years Filed as: ATLANTA CAPITAL MANAGMENT Service code 28 · EIN 58-2236910 | Investment Management | $110,645 |
HAMILTON LANE ADVISORS, LLC2 years Service code 28 · EIN 23-2962336 | Investment Management | $100,000 |
INVESTMENT PERFORMANCE SERVICES4+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $93,125 |
GOLDMAN SACHS2 years Filed as: CORBIN CAPITAL PARTNERS, L.P. Service code 28 · EIN 30-0299433 | Investment Management | $66,470 |
ROTHSCHILD ASSET MANAGEMENT4+ years Service code 28 · EIN 13-2544634 | Investment Management | $64,548 |
BLACK & PINCKARD LLC2 years Filed as: BLACK ROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $57,430 |
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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 | $18,026,966-100.0% | $15,289-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 20.0%-20.0pp | 1.8%-1.8pp |
| Annual return | 0.71% | 0.19%+0.5pp | -4.45%+5.2pp | 0.19%+0.5pp |
| Employer contribution / active EE | $10,134 | $13,763-26.4% | $36,974-72.6% | $13,763-26.4% |
| Participant deferral / active EE | $0 | $804-100.0% | $0 | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $740-100.0% | $426-100.0% |