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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 39-6436442 | Bank Trustee | $20,707 |
INCOME RESEARCH & MANAGEMENT4+ years Service code 28 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $19,459 |
SUNTRUST BANKS, INC.4+ years Filed as: STERLING CAPITAL MANAGEMENT, LLC Service code 28 4350 CONGRESS STREET SUITE 1000 · CHARLOTTE, NC 28209 | Investment Management | $15,879 |
RIVERBRIDGE PARTNERS4+ years Filed as: RIVERBRIDGE PARTNERS LLC Service code 28 80 SOUTH EIGTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $2,738 |
REAMS ASSET MANAGEMENT4+ years Filed as: REAMS ASSET MANAGEMENT CO. Service code 28 · EIN 35-1913089 | Investment Management | $2,082 |
ARISTOTLE CAPITAL MANAGEMENT4+ years Service code 28 · EIN 95-4833644 | Investment Management | $500 |
THOMPSON, SIEGEL & WALMSLEY4+ years Service code 28 · EIN 54-0854396 | Investment Management | $500 |
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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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 16.69% | 15.61%+1.1pp | 20.73%-4.0pp | 53.27%-36.6pp |
| Employer contribution / active EE | $5,537 | $10,773-48.6% | $36,503-84.8% | $14,774-62.5% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |