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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $265,573 |
ALGER2 years Filed as: FRED ALGER MGMT LLC Service code 28 · EIN 13-2510833 | Investment Management | $210,460 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (SE STATES) Service code 11 · EIN 13-2619259 | Actuarial | $156,473 |
THE BANK OF NEW YORK MELLON2 years Filed as: THE BNY MELLON ASSET MGMT NA CORP Service code 28 · EIN 25-1442864 | Investment Management | $155,687 |
Filed as: INVESTMENT PERFORMANCE SVCS LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $143,937 |
JAMES BENNETT1 year Service code 30 · EIN 57-6027499 | Direct payment from the plan; Employe... | $131,863 |
DEBORAH DANNER5+ years Filed as: DEBORAH SMALLS Service code 30 · EIN 57-6027499 | Employee (plan); Direct payment from ... | $114,496 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $104,477 |
SUSAN FLAHERTY4 years Filed as: SUSAN BAKER Service code 30 · EIN 57-6027499 | Direct payment from the plan; Employe... | $90,238 |
SCHULTHEIS & PANETTIERI, LLP5+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $85,533 |
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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 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 6.71% | 10.88%-4.2pp | 10.57%-3.9pp | 12.86%-6.2pp |
| Employer contribution / active EE | $10,438 | $18,143-42.5% | $29,483-64.6% | $13,687-23.7% |
| Participant deferral / active EE | $0 | $4-100.0% | $150-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |