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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH1+ years Filed as: MONTAG & CALDWELL Service code 27 · EIN 26-3165863 | Advisory (Plan) | $147,499 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN Service code 27 · EIN 13-2889432 | Advisory (Plan) | $113,377 |
WELL AND GOOD LLC1+ years Filed as: WELL FARGO Service code 27 · EIN 34-1542819 | Advisory (Plan) | $102,251 |
EQUITY INVESTMENT CORPORATION1+ years Filed as: EQUITY INVESTMENT Service code 27 · EIN 58-1684151 | Advisory (Plan) | $72,113 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL CO. Service code 11 · EIN 13-1835864 | Actuarial | $68,310 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART PARTNERS Service code 27 · EIN 39-1711628 | Advisory (Plan) | $37,809 |
SCOUT INVESTMENTS, INC.1+ years Filed as: SCOUT INVESTMENTS Service code 27 · EIN 43-1925734 | Advisory (Plan) | $36,226 |
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR INVESTORS, LLC Service code 27 · EIN 84-1596610 | Advisory (Plan) | $36,064 |
LORD ABBETT1+ years Service code 27 · EIN 43-0995254 | Advisory (Plan) | $31,250 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 13-4212610 | Legal | $24,840 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 0.26% | 3.49%-3.2pp | 4.16%-3.9pp | 7.18%-6.9pp |
| Employer contribution / active EE | $9,438 | $11,083-14.8% | $29,966-68.5% | $13,095-27.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |