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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7045783 | Investment Management | $248,663 |
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT STRATEGIES Service code 27 · EIN 43-1708520 | Advisory (Plan) | $129,562 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $120,898 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $70,834 |
ELK CREEK PARTNERS, LLC2+ years Service code 28 · EIN 27-5463196 | Investment Management | $53,115 |
BENESYS, INC.2+ years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $52,699 |
ADVISORY RESEARCH2+ years Filed as: ADVISORY RESEARCH, INC Service code 28 · EIN 36-2831881 | Investment Management | $48,048 |
KEYBANK NATIONAL ASSOCIATION2+ years Filed as: KEYBANK TRUST Service code 19 · EIN 34-1784820 | Securities Custodian | $47,563 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: STONE HARBOR INVESTMENT PARTNERS Service code 28 · EIN 20-3888589 | Investment Management | $45,165 |
AMALGAMATED BANK2+ years Service code 28 · EIN 13-4920330 | Investment Management | $37,812 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.50% | 11.78%-0.3pp | 8.32%+3.2pp | 23.90%-12.4pp |
| Employer contribution / active EE | $13,144 | $11,309+16.2% | $30,793-57.3% | $16,539-20.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |