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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: PAVILION ADVISORY GROUP Service code 28 · EIN 04-3831795 | Investment Management | $53,261 |
INCOME RESEARCH & MANAGEMENT1+ years Service code 28 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $50,751 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 39-6436442 | Bank Trustee | $36,837 |
ARISTOTLE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 95-4833644 | Investment Management | $35,304 |
RIVERBRIDGE PARTNERS1+ years Filed as: RIVERBRIDGE PARTNERS LLC Service code 28 80 SOUTH EIGTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $23,277 |
THOMPSON, SIEGEL & WALMSLEY1+ years Service code 28 · EIN 54-0854396 | Investment Management | $19,988 |
REAMS ASSET MANAGEMENT1+ years Filed as: REAMS ASSET MANAGEMENT CO. Service code 28 · EIN 35-1913089 | Investment Management | $17,336 |
Service code 28 · EIN 13-3200244 | Investment Management | $16,858 |
SUNTRUST BANKS, INC.1+ years Filed as: STERLING CAPITAL MANAGEMENT, LLC Service code 28 4350 CONGRESS STREET SUITE 1000 · CHARLOTTE, NC 28209 | Investment Management | $16,063 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 3.68% | 5.09%-1.4pp | 5.00%-1.3pp | 7.18%-3.5pp |
| Employer contribution / active EE | $2,935 | $7,393-60.3% | $35,918-91.8% | $13,095-77.6% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |