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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY MANAGEMENT, INC.6+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $106,773 |
ANCHOR CAPITAL ADVISORS LLC6+ years Filed as: ANCHOR CAPITAL Service code 28 · EIN 20-4669888 | Investment Management | $79,712 |
BRANDES INVESTMENT PARTNERS6+ years Filed as: BRANDES Service code 28 · EIN 33-0704072 | Investment Management | $76,838 |
GREGORY BARNES6+ years Service code 14 · EIN 56-7174527 | Plan Administrator | $69,793 |
LPL FINANCIAL6+ years Filed as: WADDELL & REED Service code 28 · EIN 48-1106973 | Investment Management | $56,379 |
SUNTRUST BANKS, INC.6+ years Filed as: R SCOTT GREGORY Service code 11 329 MARTINS COVE ROAD · ANNAPOLIS, MD 21409 | Actuarial | $46,098 |
KUTAK ROCK LLP2 years Filed as: KUTAK ROCK Service code 29 | Legal | $42,352 |
Service code 10 | Accounting | $26,213 |
Service code 22 · EIN 41-0125290 | Insurance Broker | $10,526 |
Filed as: HOULIHAN & ASSOCIATES Service code 10 | Accounting | $642 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $293,167-100.0% | $373,805-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 39.4%-39.4pp | 18.9%-18.9pp | 43.0%-43.0pp |
| Annual return | 4.96% | 8.90%-3.9pp | 9.52%-4.6pp | 259.14%-254.2pp |
| Employer contribution / active EE | $0 | $50,076-100.0% | $41,951-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $16-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,317-100.0% | $1,512-100.0% | $21,546-100.0% |