| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION3+ years Service code 13 · EIN 13-2501278 | Contract Administrator | $1,636,475 |
Filed as: PRUDENTIAL INS. COMPANY OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $571,216 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $537,867 |
CORNWELL & BALDWIN3+ years Service code 29 · EIN 32-0453228 | Legal | $525,587 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $508,988 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $428,007 |
ALAN BILLER & ASSOCIATES3+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $364,083 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $328,487 |
SOUTHERN SUN ASSET MANAGEMENT3+ years Filed as: SOUTHERNSUN ASSET MANAGEMENT LLC Service code 27 · EIN 27-2990431 | Advisory (Plan) | $231,466 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $231,338 |
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 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 12.43% | 35.86%-23.4pp | 10.53%+1.9pp | 17.84%-5.4pp |
| Employer contribution / active EE | $12,992 | $23,588-44.9% | $29,360-55.7% | $14,688-11.5% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |