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| Provider | Service type | Compensation |
|---|---|---|
SCHRODER INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 13-4064414 | Investment Management | $789,453 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 | Investment Management | $633,576 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $597,045 |
ARROWSTREET CAPITAL2+ years Filed as: ARROWSTREET CAPITAL LIMITED PARTNER Service code 28 · EIN 04-3472863 | Investment Management | $454,696 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 28 THREE GATEWAY CENTER, 14TH FLOOR · NEWARK, NJ 071024077 | Investment Management | $401,702 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $386,466 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $339,525 |
PETRA CONSULTING GROUP, INC2+ years Service code 16 · EIN 95-4308045 | Consulting | $327,004 |
KRAW LAW GROUP1 year Service code 29 · EIN 32-0465891 | Legal | $304,922 |
BOSTON PARTNERS2+ years Filed as: THE BOSTON COMPANY ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $303,746 |
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Plan reported the discovery of a loss from fraud or dishonesty.
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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 14.16% | 16.32%-2.2pp | 8.32%+5.8pp | 16.32%-2.2pp |
| Employer contribution / active EE | $21,251 | $12,766+66.5% | $30,793-31.0% | $12,766+66.5% |
| Participant deferral / active EE | $0 | $800-100.0% | $90-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |