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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT2+ years Service code 28 · EIN 13-2544634 | Investment Management | $264,114 |
ALGER2+ years Filed as: FRED ALGER Service code 28 · EIN 13-2510833 | Investment Management | $223,718 |
Filed as: PRUDENTIAL FINANCIAL Service code 28 · EIN 22-1211670 | Investment Management | $218,612 |
BOSTON PARTNERS2+ years Filed as: THE BOSTON CO ASSET MGMT Service code 28 · EIN 04-3404987 | Investment Management | $214,485 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $148,650 |
INVESCO2+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $145,138 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SVCS Service code 27 · EIN 58-2432390 | Advisory (Plan) | $140,434 |
DEBORAH DANNER2+ years Filed as: DEBORAH SMALLS Service code 30 · EIN 57-6027499 | Direct payment from the plan; Employe... | $114,254 |
SCHULTHEIS & PANETTIERI, LLP2+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $87,177 |
WILLIG, WILLIAMS & DAVIDSON2+ years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $71,080 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 10.02% | 12.92%-2.9pp | 10.36%-0.3pp | 17.84%-7.8pp |
| Employer contribution / active EE | $16,689 | $14,070+18.6% | $37,738-55.8% | $14,688+13.6% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |