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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: PAVILION ADVISORY GROUP Service code 28 · EIN 04-3831795 | Investment Management | $52,978 |
ARISTOTLE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 95-4833644 | Investment Management | $43,685 |
RIVERBRIDGE PARTNERS2+ years Filed as: RIVERBRIDGE PARTNERS LLC Service code 28 80 SOUTH EIGTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $29,410 |
INCOME RESEARCH & MANAGEMENT2+ years Service code 28 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $28,189 |
THOMPSON, SIEGEL & WALMSLEY2+ years Service code 28 · EIN 54-0854396 | Investment Management | $27,617 |
REAMS ASSET MANAGEMENT2+ years Filed as: REAMS ASSET MANAGEMENT CO. Service code 28 · EIN 35-1913089 | Investment Management | $26,784 |
SUNTRUST BANKS, INC.2+ years Filed as: STERLING CAPITAL MANAGEMENT, LLC Service code 28 4350 CONGRESS STREET SUITE 1000 · CHARLOTTE, NC 28209 | Investment Management | $24,622 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 39-6436442 | Bank Trustee | $14,997 |
Service code 28 · EIN 13-3200244 | Investment Management | $14,909 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 9.76% | 12.40%-2.6pp | 10.16%-0.4pp | 23.90%-14.1pp |
| Employer contribution / active EE | $476 | $8,748-94.6% | $33,192-98.6% | $16,539-97.1% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |