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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY MANAGEMENT, INC.3+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $138,381 |
LPL FINANCIAL3+ years Filed as: WADDELL & REED Service code 28 · EIN 48-1106973 | Investment Management | $112,790 |
ANCHOR CAPITAL ADVISORS LLC3+ years Filed as: ANCHOR CAPITAL Service code 28 · EIN 20-4669888 | Investment Management | $81,375 |
BRANDES INVESTMENT PARTNERS3+ years Filed as: BRANDES Service code 28 · EIN 33-0704072 | Investment Management | $75,798 |
GREGORY BARNES3+ years Service code 14 · EIN 56-7174527 | Plan Administrator | $63,482 |
SUNTRUST BANKS, INC.3+ years Filed as: R SCOTT GREGORY Service code 11 329 MARTINS COVE ROAD · ANNAPOLIS, MD 21409 | Actuarial | $58,593 |
WHITE PINE CAPITAL3+ years Service code 28 60 SOUTH 6TH ST, STE 2530 · MINNIAPOLIS, MN 55402 | Investment Management | $55,143 |
HOULIHAN & ASSOCIATES, P.C.3+ years Service code 10 · EIN 42-1284539 | Accounting | $26,947 |
FELHABER LARSON3+ years Filed as: FELHABER LARSON FENLON & VOGT Service code 29 · EIN 41-0991071 | Legal | $21,710 |
ANDERSON AGENCY3+ years Service code 22 · EIN 41-0125290 | Insurance Broker | $10,497 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $425,338-100.0% | $411,917-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.6%-35.6pp | 16.2%-16.2pp | 45.9%-45.9pp |
| Annual return | 8.53% | 9.03%-0.5pp | 10.36%-1.8pp | 10.21%-1.7pp |
| Employer contribution / active EE | $0 | $48,592-100.0% | $37,738-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $154-100.0% | $137-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $16,407-100.0% | $15,661-100.0% | $13,518-100.0% |