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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY MANAGEMENT, INC.5+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $95,663 |
LPL FINANCIAL5+ years Filed as: WADDELL & REED Service code 28 · EIN 48-1106973 | Investment Management | $88,961 |
ANCHOR CAPITAL ADVISORS LLC5+ years Filed as: ANCHOR CAPITAL Service code 28 · EIN 20-4669888 | Investment Management | $84,906 |
GREGORY BARNES5+ years Service code 14 · EIN 56-7174527 | Plan Administrator | $66,498 |
BRANDES INVESTMENT PARTNERS5+ years Filed as: BRANDES Service code 28 · EIN 33-0704072 | Investment Management | $62,629 |
KUTAK ROCK LLP1 year Filed as: KUTAK ROCK Service code 29 | Legal | $58,825 |
WHITE PINE CAPITAL5+ years Service code 28 60 SOUTH 6TH ST, STE 2530 · MINNEAPOLIS, MN 55402 | Investment Management | $54,133 |
SUNTRUST BANKS, INC.5+ years Filed as: R SCOTT GREGORY Service code 11 329 MARTINS COVE ROAD · ANNAPOLIS, MD 21409 | Actuarial | $38,408 |
Filed as: BMG CERTIFIED PUBLIC ACCOUNTANTS LL Service code 10 · EIN 47-0650756 | Accounting | $22,950 |
ANDERSON AGENCY5+ years Service code 22 · EIN 41-0125290 | Insurance Broker | $12,234 |
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 | $354,213-100.0% | $568,132-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 47.4%-47.4pp |
| Annual return | 10.47% | 12.49%-2.0pp | 14.64%-4.2pp | 12.16%-1.7pp |
| Employer contribution / active EE | $0 | $52,238-100.0% | $41,831-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $219-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,274-100.0% | $36,942-100.0% | $17,640-100.0% |