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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY MANAGEMENT, INC.1+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $182,173 |
LPL FINANCIAL1+ years Filed as: WADDELL & REED Service code 28 · EIN 48-1106973 | Investment Management | $111,801 |
SUNTRUST BANKS, INC.1+ years Filed as: R SCOTT GREGORY Service code 11 329 MARTINS COVE ROAD · ANNAPOLIS, MD 21409 | Actuarial | $90,525 |
ANCHOR CAPITAL ADVISORS LLC1+ years Filed as: ANCHOR CAPITAL Service code 28 · EIN 20-4669888 | Investment Management | $73,883 |
GREGORY BARNES1+ years Service code 14 · EIN 56-7174527 | Plan Administrator | $62,168 |
WHITE PINE CAPITAL1+ years Service code 28 60 SOUTH 6TH ST, STE 2530 · MINNIAPOLIS, MN 55402 | Investment Management | $52,727 |
FELHABER LARSON1+ years Filed as: FELHABER LARSON FENLON & VOGT Service code 29 · EIN 41-0991071 | Legal | $50,363 |
BRANDES INVESTMENT PARTNERS1+ years Filed as: BRANDES Service code 28 · EIN 33-0704072 | Investment Management | $49,279 |
HOULIHAN & ASSOCIATES, P.C.1+ years Service code 10 · EIN 42-1284539 | Accounting | $18,800 |
ANDERSON AGENCY1+ years Service code 22 · EIN 41-0125290 | Insurance Broker | $10,251 |
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 | $258,845-100.0% | $846,462-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 51.0%-51.0pp | 23.1%-23.1pp | 48.7%-48.7pp |
| Annual return | -1.56% | -1.13%-0.4pp | -0.81%-0.8pp | -2.16%+0.6pp |
| Employer contribution / active EE | $0 | $49,652-100.0% | $38,425-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $367-100.0% | $315-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $15,092-100.0% | $15,697-100.0% | $12,572-100.0% |