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| Provider | Service type | Compensation |
|---|---|---|
UNITED OF OMAHA1+ years Filed as: UNITED OF OMAHA INSURANCE COMPANY Service code 22 · EIN 47-0322111 | Insurance Broker | $192,576 |
SUNTRUST BANKS, INC.1+ years Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 51 4064 COLONY ROAD, #300 · CHARLOTTE, NC 28211 | Investment Mgmt Fees | $186,396 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 11 · EIN 04-2530412 | Actuarial | $159,923 |
STATE STREET GLOBAL ADVISORS1+ years Service code 19 · EIN 04-3581074 | Securities Custodian | $145,011 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 51 1801 E 9TH STREET, #1400 · CLEVELAND, OH 44114 | Investment Mgmt Fees | $138,714 |
FIRST REPUBLIC INVESTMENT MGMT1+ years Filed as: FIRST REPUBLIC BANK Service code 27 160 FEDERAL STREET · BOSTON, MA 02110 | Advisory (Plan) | $134,814 |
BLACKROCK1+ years Service code 51 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $112,967 |
Filed as: SILVERCREST ASSET MANAGEMENT Service code 51 30 ROWES WHARF, #410 · BOSTON, MA 02110 | Investment Mgmt Fees | $106,514 |
ROGGE GLOBAL PARTNERS PLC1+ years Service code 51 444 MADISON AVENUE · NEW YORK, NY 10022 | Investment Mgmt Fees | $97,245 |
FRONTIER CAPITAL MANAGEMENT1+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO LLC Service code 51 99 SUMMER STREET, #1900 · BOSTON, MA 02110 | Investment Mgmt Fees | $89,750 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $224,372-100.0% | $219,333-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 42.3%-42.3pp | 48.7%-48.7pp |
| Annual return | -98.32% | -2.14%-96.2pp | -2.01%-96.3pp | -2.16%-96.2pp |
| Employer contribution / active EE | $0 | $37,296-100.0% | $34,453-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |