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| Provider | Service type | Compensation |
|---|---|---|
INCOME RESEARCH & MANAGEMENT3+ years Service code 28 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $60,401 |
MERCER3+ years Filed as: PAVILION ADVISORY GROUP Service code 28 · EIN 04-3831795 | Investment Management | $47,471 |
ARISTOTLE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 95-4833644 | Investment Management | $36,853 |
RIVERBRIDGE PARTNERS3+ years Filed as: RIVERBRIDGE PARTNERS LLC Service code 28 80 SOUTH EIGTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $30,518 |
THOMPSON, SIEGEL & WALMSLEY3+ years Service code 28 · EIN 54-0854396 | Investment Management | $30,393 |
REAMS ASSET MANAGEMENT3+ years Filed as: REAMS ASSET MANAGEMENT CO. Service code 28 · EIN 35-1913089 | Investment Management | $24,950 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 39-6436442 | Bank Trustee | $20,624 |
SUNTRUST BANKS, INC.3+ years Filed as: STERLING CAPITAL MANAGEMENT, LLC Service code 28 4350 CONGRESS STREET SUITE 1000 · CHARLOTTE, NC 28209 | Investment Management | $19,947 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $16,511 |
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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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -1.22% | -2.48%+1.3pp | -102.04%+100.8pp | 0.19%-1.4pp |
| Employer contribution / active EE | $2,825 | $7,648-63.1% | $36,232-92.2% | $13,763-79.5% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |