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| Provider | Service type | Compensation |
|---|---|---|
RICHMOND CAPITAL MANAGEMENT1+ years Service code 28 · EIN 54-1288566 | Investment Management | $48,145 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $43,817 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST, N.A. Service code 25 · EIN 16-1486454 | Directed Trustee | $37,161 |
SANDERSON ASSET MANAGEMENT1+ years Filed as: SANDERSON ASSET MANAGEMENT LLP Service code 51 · EIN 20-0348128 | Investment Mgmt Fees | $16,165 |
GARDNER RUSSO1+ years Filed as: GARDNER RUSSO GARDNER LLC Service code 51 · EIN 23-2673088 | Investment Mgmt Fees | $14,744 |
GAMCO ASSET MANAGEMENT1+ years Filed as: GAMCO ASSET MANAGEMENT INC. Service code 28 · EIN 13-4044521 | Investment Management | $11,340 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Service code 51 · EIN 22-3361201 | Investment Mgmt Fees | $10,664 |
KALMAR INVESTMENTS1+ years Service code 51 · EIN 51-0261641 | Investment Mgmt Fees | $3,639 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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.
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 | $211,396-100.0% | $226,711-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 48.3%-48.3pp | 4.3%-4.3pp |
| Annual return | -4.38% | 2.81%-7.2pp | -1.71%-2.7pp | 2.81%-7.2pp |
| Employer contribution / active EE | $0 | $16,358-100.0% | $45,357-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $775-100.0% | $175-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $7,161-100.0% | $1,639-100.0% |