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| Provider | Service type | Compensation |
|---|---|---|
VULCAN VALUE PARTNERS4+ years Filed as: VULCAN VALUE PARTNERS LLC Service code 28 · EIN 39-2051712 2801 HIGHWAY 280 SOUTH, SUITE 300 · BIRMINGHAM, AL 35223 | Investment Management | $123,107 |
THE SEGAL COMPANY4+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 1920 N STREET, NW, SUITE 400 · WASHINGTON, DC 200361659 | Actuarial | $83,491 |
Filed as: GW&K INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 80-0250512 222 BERKLEY STREET · BOSTON, MA 02116 | Investment Management | $72,303 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 1603 CARMODY CT., SUITE 100 · SEWICKLEY, PA 15143 | Advisory (Plan) | $68,734 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $63,925 |
LEGG MASON4+ years Filed as: LEGG MASON PRIVATE PORT. GROUP, LLC Service code 28 · EIN 20-5991122 620 8TH AVENUE · NEW YORK, NY 10018 | Investment Management | $49,798 |
WEAVER C. BARKSDALE & ASSOCIATES4+ years Service code 28 · EIN 62-1720350 ONE BURTON HILLS BLVD, SUITE 100 · NASHVILLE, TN 37215 | Investment Management | $42,541 |
Filed as: PRUDENTIAL RETIREMENT INS. CO. Service code 13 · EIN 06-1050034 PRUDENTIAL PLAZA · NEWARK, NJ 07102 | Contract Administrator | $37,218 |
Filed as: JOHN HANCOCK LIFE INS. CO. Service code 13 · EIN 04-1414660 200 CLARENDON STREET · BOSTON, MA 02116 | Contract Administrator | $20,998 |
SCHNEIDER DOWNS & CO., INC.4+ years Service code 10 · EIN 25-1408703 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Accounting | $19,683 |
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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 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | 6.96% | -1.32%+8.3pp | -0.67%+7.6pp | 10.56%-3.6pp |
| Employer contribution / active EE | $222,267 | $18,687+1089.4% | $31,731+600.5% | $13,643+1529.2% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |