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| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS4 years Filed as: PGIM Service code 28 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $522,662 |
BLACKROCK7+ years Filed as: BLACKROCK FINANCIAL MGMT Service code 28 40 EAST 52ND STREET · NEW YORK, NY 10022 | Investment Management | $360,816 |
VERUS4 years Filed as: VERUS ADVISORY Service code 17 · EIN 91-1320111 | Pension Consulting | $245,000 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $153,069 |
THE BANK OF NEW YORK MELLON3 years Filed as: U.S BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $149,314 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $116,420 |
UBS FINANCIAL SERVICES INC2 years Filed as: TRUMBULL PROPERTY FUND Service code 28 10 STATE HOUSE SQUARE, 15TH FLOOR · HARTFORD, CT 06103 | Investment Management | $93,807 |
Filed as: MONDRIAN INVESTMENT GROUP, INC Service code 28 1105 N. MARKET STREET SUITE 1300 · WILMINGTON, DE 19801 | Investment Management | $40,500 |
OAKTREE CAPITAL MANAGEMENT, L.P.7+ years Filed as: OAKTREE Service code 28 333 S GRAND AVE · LOS ANGELES, CA 90071 | Investment Management | $39,877 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $29,190 |
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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 | $765,066-100.0% | $765,066-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 3.4%-3.4pp | 3.7%-3.7pp |
| Annual return | 6.99% | 10.14%-3.2pp | 8.31%-1.3pp | 15.63%-8.6pp |
| Employer contribution / active EE | $33,708 | $16,339+106.3% | $21,002+60.5% | $11,476+193.7% |
| Participant deferral / active EE | $0 | $401-100.0% | $224-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $724-100.0% | $724-100.0% | $429-100.0% |