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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7045783 | Investment Management | $259,837 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $126,270 |
SUMMIT FINANCIAL CORPORATION4+ years Filed as: SUMMIT STRATEGIES Service code 27 · EIN 43-1708520 | Advisory (Plan) | $118,891 |
WILLIAM BLAIR4+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $81,436 |
ELK CREEK PARTNERS, LLC4+ years Service code 28 · EIN 27-5463196 | Investment Management | $69,150 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $57,450 |
BENESYS, INC.4+ years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $57,334 |
KEYBANK NATIONAL ASSOCIATION4+ years Filed as: KEYBANK TRUST Service code 19 · EIN 34-1784820 | Securities Custodian | $54,759 |
ADVISORY RESEARCH1 year Filed as: ADVISORY RESEARCH INC Service code 28 · EIN 36-2831881 | Investment Management | $49,695 |
AMALGAMATED BANK4+ years Service code 28 · EIN 13-4920330 | Investment Management | $41,191 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 2.88% | 10.27%-7.4pp | 10.56%-7.7pp | 53.27%-50.4pp |
| Employer contribution / active EE | $14,861 | $12,273+21.1% | $30,199-50.8% | $14,774+0.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |