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| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS5+ years Filed as: PGIM REAL ESTATE Service code 28 · EIN 22-1211670 | Investment Management | $379,818 |
Service code 28 · EIN 13-3257590 | Investment Management | $132,921 |
ASSOCIATED ADMINISTRATORS, LLC5+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 12 · EIN 65-1205077 | Direct payment from the plan; Copying... | $116,887 |
ATLANTA CAPITAL MANAGEMENT5+ years Filed as: ATLANTA CAPITAL MANAGMENT Service code 28 · EIN 58-2236910 | Investment Management | $115,335 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $95,625 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $95,135 |
HAMILTON LANE ADVISORS, LLC3 years Service code 28 · EIN 23-2962336 | Investment Management | $89,634 |
GOLDMAN SACHS3 years Filed as: CORBIN CAPITAL PARTNERS, L.P. Service code 28 · EIN 30-0299433 | Investment Management | $85,192 |
ROTHSCHILD ASSET MANAGEMENT5+ years Service code 28 · EIN 13-2544634 | Investment Management | $65,230 |
CHEIRON5+ years Service code 11 · EIN 13-4215617 | Actuarial | $63,355 |
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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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 15.81% | 53.27%-37.5pp | 9.69%+6.1pp | 53.27%-37.5pp |
| Employer contribution / active EE | $12,435 | $14,774-15.8% | $42,379-70.7% | $14,774-15.8% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $0 | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |