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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WESTERN ASSET CORE PLUS PORTFOLIOS Service code 28 · EIN 52-1200960 | Investment Management | $29,030 |
RELIANCE TRUST COMPANY10+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $24,550 |
SAGE ADVISORY SERVICES10+ years Filed as: SAGE ADVISORY SERVICES, LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $20,798 |
WITHUMSMITH+BROWN, PC10+ years Filed as: BROWN ADVISORY, LLC Service code 28 · EIN 26-4560299 | Investment Management | $11,512 |
HARDING LOEVNER LP10+ years Filed as: HARDING LOEVNER MANAGEMENT Service code 28 · EIN 27-0684167 | Investment Management | $10,131 |
LSV ASSET MANAGEMENT10+ years Filed as: HGK ASSET MANAGEMENT INC. Service code 28 · EIN 52-1296988 | Investment Management | $9,131 |
CITIBANK10+ years Filed as: CITIBANK, N.A. Service code 27 · EIN 13-6091762 | Advisory (Plan) | $0 |
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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 | $33,981-100.0% | $490,217-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.0%-35.0pp | 15.3%-15.3pp |
| Annual return | 9.32% | 8.88%+0.4pp | 7.21%+2.1pp | 9.75%-0.4pp |
| Employer contribution / active EE | $18,580 | $15,038+23.6% | $39,652-53.1% | $13,830+34.3% |
| Participant deferral / active EE | $0 | $0 | $95-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | $28,496-100.0% | $2,810-100.0% |