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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 40 EAST 52ND STREET · NEW YORK, NY 10022 | Investment Management | $345,022 |
VERUS2 years Filed as: VERUS ADVISORY, INC. Service code 28 · EIN 91-1320111 | Investment Management | $251,800 |
PGIM INVESTMENTS2 years Filed as: FIXED INCOME FINANCE PGIM INC Service code 28 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $191,608 |
Service code 28 · EIN 13-3200244 | Investment Management | $188,159 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $170,768 |
MONDRIAN INVESTMENT GROUP3 years Filed as: MONDRIAN INVESTMENT GROUP, INC Service code 28 1105 N. MARKET STREET SUITE 1300 · WILMINGTON, DE 19801 | Investment Management | $138,476 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS TRUMBULL PROPERTY FUND Service code 28 10 STATE HOUSE SQUARE, 15TH FLOOR · HARTFORD, CT 06103 | Investment Management | $126,167 |
US BANK2 years Service code 21 · EIN 31-0841368 | Bank Trustee | $111,351 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $37,600 |
PGIM INVESTMENTS2 years Filed as: PGIM REAL ESTATE US DEBT FUND Service code 28 3350 PEACHTREE ROAD NORTH EAST · ATLANTA, GA 30326 | Investment Management | $36,797 |
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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 | $13,363-100.0% | $191,373-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.2%-2.2pp |
| Annual return | 14.63% | 8.28%+6.3pp | 8.46%+6.2pp | 9.11%+5.5pp |
| Employer contribution / active EE | $8,547 | $8,225+3.9% | $25,175-66.0% | $12,231-30.1% |
| Participant deferral / active EE | $0 | $294-100.0% | $181-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $730-100.0% | $125-100.0% |