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| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS9+ years Filed as: PGIM REAL ESTATE Service code 28 · EIN 22-1211670 | Investment Management | $839,245 |
ASSOCIATED ADMINISTRATORS, LLC9+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 12 · EIN 65-1205077 | Copying and duplicating; Contract Adm... | $135,702 |
Service code 28 · EIN 13-3257590 | Investment Management | $121,030 |
HAMILTON LANE ADVISORS, LLC7 years Service code 28 · EIN 23-2962336 | Investment Management | $114,497 |
INVESTMENT PERFORMANCE SERVICES9+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $108,750 |
ATLANTA CAPITAL MANAGEMENT9+ years Filed as: ATLANTA CAPITAL MANAGMENT Service code 28 · EIN 58-2236910 | Investment Management | $106,120 |
CHEIRON9+ years Service code 11 · EIN 13-4215617 | Actuarial | $103,674 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN, LEWIS & BOCKIUS, LP Service code 29 · EIN 23-0891050 | Legal | $75,492 |
GREAT LAKE ADVISORS3 years Filed as: GREAT LAKE ADVISORS, LLC Service code 28 · EIN 80-0292839 | Investment Management | $67,473 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 84-6391546 | Investment Management | $35,816 |
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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 | $3,299,877-100.0% | - | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 0.0%0pp | 2.3%-2.3pp |
| Annual return | 10.13% | 37.74%-27.6pp | 8.37%+1.8pp | 37.74%-27.6pp |
| Employer contribution / active EE | $16,597 | $15,788+5.1% | $29,626-44.0% | $15,788+5.1% |
| Participant deferral / active EE | $0 | $732-100.0% | $0 | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | - | $9,287-100.0% |