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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7045783 | Investment Management | $252,229 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $128,533 |
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT STRATEGIES Service code 27 · EIN 43-1708520 | Advisory (Plan) | $115,117 |
WILLIAM BLAIR3+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $78,193 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $71,356 |
ELK CREEK PARTNERS, LLC3+ years Service code 28 · EIN 27-5463196 | Investment Management | $64,632 |
KEYBANK NATIONAL ASSOCIATION3+ years Filed as: KEYBANK TRUST Service code 19 · EIN 34-1784820 | Securities Custodian | $57,243 |
BENESYS, INC.3+ years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $56,130 |
ADVISORY RESEARCH3+ years Filed as: ADVISORY RESEARCH, INC Service code 28 · EIN 36-2831881 | Investment Management | $45,784 |
AMALGAMATED BANK3+ years Service code 28 · EIN 13-4920330 | Investment Management | $41,340 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 9.67% | 4.25%+5.4pp | -752.26%+761.9pp | 0.19%+9.5pp |
| Employer contribution / active EE | $13,735 | $11,906+15.4% | $31,802-56.8% | $13,763-0.2% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |