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| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS6+ years Filed as: PGIM REAL ESTATE Service code 28 · EIN 22-1211670 | Investment Management | $576,576 |
CHEIRON6+ years Service code 11 · EIN 13-4215617 | Actuarial | $248,724 |
ASSOCIATED ADMINISTRATORS, LLC6+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 12 · EIN 65-1205077 | Contract Administrator; Claims proces... | $121,892 |
Service code 28 · EIN 13-3257590 | Investment Management | $121,768 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN, LEWIS & BOCKIUS, LP Service code 29 · EIN 23-0891050 | Legal | $110,198 |
ATLANTA CAPITAL MANAGEMENT6+ years Filed as: ATLANTA CAPITAL MANAGMENT Service code 28 · EIN 58-2236910 | Investment Management | $101,670 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $98,125 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 | Investment Management | $85,661 |
HAMILTON LANE ADVISORS, LLC4 years Service code 28 · EIN 23-2962336 | Investment Management | $80,670 |
PENN CAPITAL MANAGEMENT6+ years Filed as: PENN CAPITAL MANAGMENT COMPANY, INC Service code 28 · EIN 22-2796848 | Investment Management | $34,518 |
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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 | $2,822,362-100.0% | - | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 0.0%0pp | 0.6%-0.6pp |
| Annual return | 12.39% | 11.45%+0.9pp | 6.53%+5.9pp | 11.45%+0.9pp |
| Employer contribution / active EE | $14,436 | $17,219-16.2% | $36,884-60.9% | $17,219-16.2% |
| Participant deferral / active EE | $0 | $357-100.0% | $0 | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | - | $15,480-100.0% |