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| Provider | Service type | Compensation |
|---|---|---|
VULCAN VALUE PARTNERS3+ years Filed as: VULCAN VALUE PARTNERS LLC Service code 28 · EIN 39-2051712 2801 HIGHWAY 280 SOUTH, SUITE 300 · BIRMINGHAM, AL 35223 | Investment Management | $121,158 |
THE SEGAL COMPANY3+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 1920 N STREET, NW, SUITE 400 · WASHINGTON, DC 200361659 | Actuarial | $98,175 |
Filed as: GW&K INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 80-0250512 222 BERKLEY STREET · BOSTON, MA 02116 | Investment Management | $95,074 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 1603 CARMODY CT., SUITE 100 · SEWICKLEY, PA 15143 | Advisory (Plan) | $76,537 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $71,587 |
LEGG MASON3+ years Filed as: LEGG MASON PRIVATE PORT. GROUP, LLC Service code 28 · EIN 20-5991122 620 8TH AVENUE · NEW YORK, NY 10018 | Investment Management | $58,197 |
Filed as: PRUDENTIAL RETIREMENT INS. CO. Service code 13 · EIN 06-1050034 PRUDENTIAL PLAZA · NEWARK, NJ 07102 | Contract Administrator | $37,831 |
WEAVER C. BARKSDALE & ASSOCIATES3+ years Service code 28 · EIN 62-1720350 ONE BURTON HILLS BLVD, SUITE 100 · NASHVILLE, TN 37215 | Investment Management | $35,812 |
Filed as: JOHN HANCOCK LIFE INS. CO. Service code 13 · EIN 04-1414660 200 CLARENDON STREET · BOSTON, MA 02116 | Contract Administrator | $19,998 |
BREDHOFF & KAISER3+ years Filed as: BREDHOFF & KAISER, P.L.L.C. Service code 29 · EIN 52-0969534 805 15TH STREET NW, SUITE 1000 · WASHINGTON, DC 20005 | Legal | $17,785 |
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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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 12.85% | 11.00%+1.8pp | 9.39%+3.5pp | 10.41%+2.4pp |
| Employer contribution / active EE | $318,828 | $16,132+1876.3% | $33,466+852.7% | $14,691+2070.2% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |