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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES5+ years Filed as: SAGE ADVISORY SERVICES, LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $54,656 |
HARDING LOEVNER LP5+ years Filed as: HARDING LOEVNER MANAGEMENT Service code 28 · EIN 27-0684167 | Investment Management | $33,257 |
WITHUMSMITH+BROWN, PC5+ years Filed as: BROWN ADVISORY, LLC Service code 28 · EIN 26-4560299 | Investment Management | $26,974 |
RELIANCE TRUST COMPANY5+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $26,960 |
LSV ASSET MANAGEMENT5+ years Filed as: HGK ASSET MANAGEMENT INC. Service code 28 · EIN 52-1296988 | Investment Management | $25,686 |
SCHARF INVESTMENTS LLC5+ years Filed as: SCHARF INVESTMENTS Service code 28 · EIN 26-3775085 | Investment Management | $18,000 |
MADISON INVESTMENT ADVISORS5+ years Filed as: MADISON INVESTMENT ADVISORS, INC. Service code 28 · EIN 39-1194160 | Investment Management | $10,987 |
GREAT LAKES ADVISORS, LLC3 years Service code 28 · EIN 80-0292839 | Investment Management | $7,095 |
Filed as: SCHAEFER CULLEN CAPITAL MANAGEMENT Service code 28 · EIN 13-3089070 | Investment Management | $5,301 |
LAZARD ASSET MANAGEMENT4 years Service code 28 · EIN 05-0530199 | Investment Management | $4,547 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $172,651-100.0% | $305,030-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 44.7%-44.7pp | 13.5%-13.5pp |
| Annual return | 4.33% | 9.18%-4.9pp | 380.71%-376.4pp | 9.29%-5.0pp |
| Employer contribution / active EE | $27,453 | $20,046+37.0% | $45,089-39.1% | $15,168+81.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |