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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 | $24,265-100.0% | $618,728-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 37.8%-37.8pp | 11.2%-11.2pp |
| Annual return | 9.32% | 9.01%+0.3pp | 2.61%+6.7pp | 9.01%+0.3pp |
| Employer contribution / active EE | $18,580 | $12,866+44.4% | $36,531-49.1% | $12,866+44.4% |
| Participant deferral / active EE | $0 | $260-100.0% | $87-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $69,555-100.0% | $4,785-100.0% |