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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $253,691 |
ALGER1 year Filed as: FRED ALGER MGMT LLC Service code 28 · EIN 13-2510833 | Investment Management | $229,566 |
ROTHSCHILD ASSET MANAGEMENT4+ years Service code 28 · EIN 13-2544634 | Investment Management | $178,323 |
Filed as: THE BNY MELLON ASSET MGMT NA CORP Service code 28 · EIN 25-1442864 | Investment Management | $172,143 |
Filed as: INVESTMENT PERFORMANCE SVCS LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $152,838 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO (SOUTHEAST STATES) Service code 11 · EIN 13-2619259 | Actuarial | $135,412 |
DEBORAH DANNER4+ years Filed as: DEBORAH SMALLS Service code 30 · EIN 57-6027499 | Direct payment from the plan; Employe... | $115,075 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $102,879 |
SUSAN FLAHERTY3 years Filed as: SUSAN BAKER Service code 30 · EIN 57-6027499 | Employee (plan); Direct payment from ... | $86,443 |
SCHULTHEIS & PANETTIERI, LLP4+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $82,886 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 4.02% | 14.29%-10.3pp | 14.64%-10.6pp | 21.83%-17.8pp |
| Employer contribution / active EE | $11,544 | $12,083-4.5% | $41,831-72.4% | $12,237-5.7% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |