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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK3 years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 40 EAST 52ND STREET · NEW YORK, NY 10022 | Investment Management | $286,413 |
VERUS3 years Filed as: VERUS ADVISORY, INC. Service code 28 · EIN 91-1320111 | Investment Management | $283,400 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $184,111 |
Service code 28 · EIN 13-3200244 | Investment Management | $159,925 |
PGIM INVESTMENTS3 years Filed as: FIXED INCOME FINANCE PGIM INC Service code 28 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $148,290 |
US BANK3 years Service code 21 · EIN 31-0841368 | Bank Trustee | $121,128 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS TRUMBULL PROPERTY FUND Service code 28 10 STATE HOUSE SQUARE, 15TH FLOOR · HARTFORD, CT 06103 | Investment Management | $61,167 |
Filed as: JPMORGANCHASE Service code 28 · EIN 13-2624428 | Investment Management | $52,873 |
PGIM INVESTMENTS3 years Filed as: PGIM REAL ESTATE US DEBT FUND Service code 28 3350 PEACHTREE ROAD NORTH EAST · ATLANTA, GA 30326 | Investment Management | $37,830 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $29,400 |
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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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 6.73% | 18.61%-11.9pp | 4.95%+1.8pp | 9.30%-2.6pp |
| Employer contribution / active EE | $8,554 | $11,871-27.9% | $20,917-59.1% | $12,551-31.8% |
| Participant deferral / active EE | $0 | $119-100.0% | $188-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |