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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY7+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $27,353 |
WITHUMSMITH+BROWN, PC7+ years Filed as: BROWN ADVISORY, LLC Service code 28 · EIN 26-4560299 | Investment Management | $22,764 |
LSV ASSET MANAGEMENT7+ years Filed as: HGK ASSET MANAGEMENT INC. Service code 28 · EIN 52-1296988 | Investment Management | $19,965 |
SAGE ADVISORY SERVICES7+ years Filed as: SAGE ADVISORY SERVICES, LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $19,733 |
HARDING LOEVNER LP7+ years Filed as: HARDING LOEVNER MANAGEMENT Service code 28 · EIN 27-0684167 | Investment Management | $19,126 |
Filed as: WESTERN ASSET CORE PLUS PORTFOLIOS Service code 28 · EIN 52-1200960 | Investment Management | $11,934 |
SCHARF INVESTMENTS LLC7+ years Filed as: SCHARF INVESTMENTS Service code 28 · EIN 26-3775085 | Investment Management | $6,624 |
NEUBERGER BERMAN2 years Filed as: NEUBERGER BERMAN EMERGING MARKETS Service code 28 · EIN 02-0654486 | Investment Management | $5,363 |
GREAT LAKES ADVISORS, LLC5 years Service code 28 · EIN 80-0292839 | Investment Management | $2,155 |
CITIBANK7+ years Filed as: CITIBANK, N.A. Service code 27 · EIN 13-6091762 | Advisory (Plan) | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $242,135-100.0% | $319,010-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 22.4%-22.4pp | 47.0%-47.0pp | 9.9%-9.9pp |
| Annual return | -10.74% | -11.20%+0.5pp | 10.22%-21.0pp | -5.25%-5.5pp |
| Employer contribution / active EE | $0 | $17,775-100.0% | $51,212-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $0 | $129-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $21,137-100.0% | $10,810-100.0% | $3,859-100.0% |