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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES6+ years Filed as: SAGE ADVISORY SERVICES, LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $58,187 |
HARDING LOEVNER LP6+ years Filed as: HARDING LOEVNER MANAGEMENT Service code 28 · EIN 27-0684167 | Investment Management | $35,656 |
WITHUMSMITH+BROWN, PC6+ years Filed as: BROWN ADVISORY, LLC Service code 28 · EIN 26-4560299 | Investment Management | $29,191 |
RELIANCE TRUST COMPANY6+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $27,047 |
LSV ASSET MANAGEMENT6+ years Filed as: HGK ASSET MANAGEMENT INC. Service code 28 · EIN 52-1296988 | Investment Management | $25,129 |
Filed as: WESTERN ASSET CORE PLUS PORTFOLIOS Service code 28 · EIN 52-1200960 | Investment Management | $20,544 |
SCHARF INVESTMENTS LLC6+ years Filed as: SCHARF INVESTMENTS Service code 28 · EIN 26-3775085 | Investment Management | $19,553 |
GREAT LAKES ADVISORS, LLC4 years Service code 28 · EIN 80-0292839 | Investment Management | $9,071 |
NEUBERGER BERMAN1 year Filed as: NEUBERGER BERMAN EMERGING MARKETS Service code 28 · EIN 02-0654486 | Investment Management | $7,423 |
MADISON INVESTMENT ADVISORS6+ years Filed as: MADISON INVESTMENT ADVISORS, INC. Service code 28 · EIN 39-1194160 | Investment Management | $3,575 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $295,536-100.0% | $375,279-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 23.1%-23.1pp | 36.7%-36.7pp | 8.4%-8.4pp |
| Annual return | 17.06% | 8.35%+8.7pp | 9.78%+7.3pp | 18.35%-1.3pp |
| Employer contribution / active EE | $19,122 | $16,968+12.7% | $46,889-59.2% | $14,669+30.4% |
| Participant deferral / active EE | $0 | $12-100.0% | $72-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $39,383-100.0% | $5,665-100.0% | $9,141-100.0% |