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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 58-2432390 7402 HODGSON MEMORIAL DR. · SAVANNAH, GA 31406 | Advisory (Plan) | $144,027 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL MANAGEMENT, L.L.P. Service code 68 · EIN 56-1557450 301 S. COLLEGE ST., 2920 · CHARLOTTE, NC 28202 | Soft dollars commissions | $129,863 |
WELLINGTON TRUST COMPANY3+ years Service code 28 · EIN 04-2755549 | Investment Management | $103,472 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN INVESTMENT ADVISORS Service code 28 · EIN 52-1952888 | Investment Management | $96,321 |
Service code 28 ONE LANDMARK SQUARE · STAMFORD, CT 06901 | Investment Management | $73,565 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 1920 N STREET, NW · WASHINGTON, DC 20036 | Actuarial | $53,286 |
Filed as: BENEFITS ADMINISTRATION CORP. Service code 14 · EIN 52-1139156 9411 PHILADELPHIA ROAD · BALTIMORE, MD 21237 | Plan Administrator | $52,416 |
ABATO, RUBENSTEIN & ABATO3+ years Service code 29 · EIN 52-0904713 809 GLEN EAGLES COURT · TOWSON, MD 21286 | Legal | $32,140 |
HCFL3+ years Service code 10 · EIN 52-1399339 1104 KENILWORTH DRIVE · TOWSON, MD 21204 | Accounting | $23,773 |
PNC BANK, N.A.3+ years Filed as: PNC, INC. Service code 71 · EIN 25-1211909 HOPKINS PLAZA · BALTIMORE, MD 21201 | Brokerage Fees | $22,036 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $85,985-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 4.5%-4.5pp |
| Annual return | 16.67% | 12.51%+4.2pp | 14.20%+2.5pp | 13.95%+2.7pp |
| Employer contribution / active EE | $23,289 | $17,557+32.6% | $27,968-16.7% | $16,598+40.3% |
| Participant deferral / active EE | $0 | $552-100.0% | $576-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $6,028-100.0% | $612-100.0% |