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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT6+ years Service code 28 · EIN 13-2544634 | Investment Management | $246,803 |
ALGER3 years Filed as: FRED ALGER MGMT LLC Service code 28 · EIN 13-2510833 | Investment Management | $238,356 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (SOUTHEAST STATES Service code 11 · EIN 13-2619259 | Actuarial | $187,853 |
JAMES BENNETT1 year Filed as: BENNETT, JAMES Service code 30 · EIN 57-6027499 | Direct payment from the plan; Employe... | $165,607 |
THE BANK OF NEW YORK MELLON3 years Filed as: THE BNY MELLON ASSET MGMT NA CORP Service code 28 · EIN 25-1442864 | Investment Management | $165,406 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $164,430 |
Filed as: INVESTMENT PERFORMANCE SVCS LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $159,052 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $122,460 |
SMALLS, DEBORAH1 year Service code 30 · EIN 57-6027499 | Direct payment from the plan; Employe... | $114,010 |
BAKER TILLY US, LLP1 year Filed as: BAKER, SUSAN Service code 30 · EIN 57-6027499 | Employee (plan); Direct payment from ... | $96,918 |
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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 | $444,552-100.0% | $490,804-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.7%-3.7pp |
| Annual return | 18.13% | 14.11%+4.0pp | 14.84%+3.3pp | 15.63%+2.5pp |
| Employer contribution / active EE | $10,418 | $13,673-23.8% | $37,950-72.5% | $11,476-9.2% |
| Participant deferral / active EE | $0 | $1-100.0% | $127-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1-100.0% | $429-100.0% |