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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 40 EAST 52ND STREET · NEW YORK, NY 10022 | Investment Management | $337,693 |
VERUS1 year Filed as: VERUS ADVISORY, INC. Service code 28 · EIN 91-1320111 | Investment Management | $245,000 |
PGIM INVESTMENTS1 year Filed as: FIXED INCOME FINANCE PGIM INC Service code 28 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $233,316 |
Service code 28 · EIN 13-3200244 | Investment Management | $145,173 |
MONDRIAN INVESTMENT GROUP2 years Filed as: MONDRIAN INVESTMENT GROUP, INC Service code 28 1105 N. MARKET STREET SUITE 1300 · WILMINGTON, DE 19801 | Investment Management | $141,300 |
US BANK1 year Service code 21 · EIN 31-0841368 | Bank Trustee | $129,755 |
Service code 11 · EIN 53-0181291 | Actuarial | $106,577 |
PGIM INVESTMENTS1 year Filed as: PGIM REAL ESTATE US DEBT FUND Service code 28 3350 PEACHTREE ROAD NORTH EAST · ATLANTA, GA 30326 | Investment Management | $40,305 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746746 | Accounting | $30,030 |
Filed as: UBS TRUMBULL PROPERTY FUND Service code 28 10 STATE HOUSE SQUARE, 15TH FLOOR · HARTFORD, CT 06103 | Investment Management | $28,488 |
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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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -21.05% | 17.17%-38.2pp | 179.55%-200.6pp | 23.41%-44.5pp |
| Employer contribution / active EE | $8,643 | $11,568-25.3% | $24,917-65.3% | $12,650-31.7% |
| Participant deferral / active EE | $0 | $1,827-100.0% | $463-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |