| Provider | Service type | Compensation |
|---|---|---|
BREDHOFF & KAISER3 years Service code 29 · EIN 52-0969534 | Legal | $1,083,409 |
PGIM INVESTMENTS4 years Filed as: PGIM REAL ESTATE Service code 19 7 GIRALDA FARMS · MADISON, NJ 07940 | Securities Custodian | $617,862 |
SCHULTHEIS & PANETTIERI, LLP2 years Service code 10 · EIN 13-1577780 | Accounting | $360,270 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $342,069 |
MARQUETTE ASSOCIATES8+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 36-3485298 | Advisory (Plan) | $190,107 |
NATIONAL INVESTMENT SERVICES4 years Service code 28 · EIN 84-3937993 | Investment Management | $186,762 |
STATE STREET GLOBAL ADVISORS5 years Service code 28 · EIN 81-4017137 | Investment Management | $167,696 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $121,945 |
YOLANDA MONTGOMERY8+ years Service code 30 · EIN 52-6148540 | Employee (plan) | $98,831 |
TSEGAW MENGISTU8+ years Service code 30 · EIN 52-6148540 | Employee (plan) | $86,758 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $104,068-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | 0.0%0pp |
| Annual return | -12.48% | 7.68%-20.2pp | -10.12%-2.4pp | 7.68%-20.2pp |
| Employer contribution / active EE | $942 | $9,142-89.7% | $47,166-98.0% | $9,142-89.7% |
| Participant deferral / active EE | $0 | $462-100.0% | $492-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $4,025-100.0% | $19,323-100.0% |