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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT3+ years Service code 28 · EIN 13-2544634 | Investment Management | $274,319 |
ALGER3+ years Filed as: FRED ALGER Service code 28 · EIN 13-2510833 | Investment Management | $240,079 |
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $235,761 |
Filed as: BNY MELLON ASSET MANAGEMENT NA Service code 28 · EIN 25-1442864 | Investment Management | $196,608 |
INVESCO3+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $150,789 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SVCS Service code 27 · EIN 58-2432390 | Advisory (Plan) | $149,001 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO (SOUTHEAST STATES) INC Service code 11 · EIN 13-2619259 | Actuarial | $142,933 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 19 · EIN 94-3112180 | Securities Custodian | $127,805 |
DEBORAH DANNER3+ years Filed as: DEBORAH SMALLS Service code 30 · EIN 57-6027499 | Employee (plan); Direct payment from ... | $114,189 |
SCHULTHEIS & PANETTIERI, LLP3+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $82,943 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 8.70% | -0.94%+9.6pp | -2.18%+10.9pp | 33.37%-24.7pp |
| Employer contribution / active EE | $12,848 | $12,464+3.1% | $38,751-66.8% | $11,253+14.2% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |