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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES2+ years Filed as: SAGE ADVISORY SERVICES, LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $53,833 |
HARDING LOEVNER LP2+ years Filed as: HARDING LOEVNER MANAGEMENT Service code 28 · EIN 27-0684167 | Investment Management | $38,016 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: ADVANCED INVESTMENT PARTNERS, LLC Service code 28 · EIN 80-0372090 | Investment Management | $29,605 |
SCHARF INVESTMENTS LLC2+ years Filed as: SCHARF INVESTMENTS Service code 28 · EIN 26-3775085 | Investment Management | $29,333 |
RELIANCE TRUST COMPANY2+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $27,568 |
MADISON INVESTMENT ADVISORS2+ years Filed as: MADISON INVESTMENT ADVISORS, INC. Service code 28 · EIN 39-1194160 | Investment Management | $27,351 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY, LLC Service code 28 · EIN 26-4560299 | Investment Management | $25,701 |
LSV ASSET MANAGEMENT2+ years Filed as: HGK ASSET MANAGEMENT INC. Service code 28 · EIN 52-1296988 | Investment Management | $23,788 |
FORWARD MANAGEMENT, LLC2+ years Service code 28 · EIN 94-3310130 | Investment Management | $10,979 |
Filed as: SCHAEFER CULLEN CAPITAL MANAGEMENT Service code 28 · EIN 13-3089070 | Investment Management | $1,373 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 8.91% | 10.58%-1.7pp | 14.41%-5.5pp | 13.95%-5.0pp |
| Employer contribution / active EE | $6,430 | $37,352-82.8% | $45,283-85.8% | $16,598-61.3% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |