Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES9+ years Service code 27 · EIN 58-2432390 7402 HODGSON MEMORIAL DR. · SAVANNAH, GA 31406 | Advisory (Plan) | $188,929 |
WITHUMSMITH+BROWN, PC9+ years Filed as: BROWN INVESTMENT ADVISORS Service code 28 · EIN 52-1952888 | Investment Management | $121,993 |
HAMILTON LANE ADVISORS, LLC3 years Service code 28 · EIN 23-2962336 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Investment Management | $90,000 |
WEDGE CAPITAL MANAGEMENT9+ years Filed as: WEDGE CAPITAL MANAGEMENT, L.L.P. Service code 28 · EIN 56-1557450 301 S. COLLEGE ST., 2920 · CHARLOTTE, NC 28202 | Investment Management | $89,928 |
WELLINGTON TRUST COMPANY9+ years Service code 28 · EIN 04-2755549 | Investment Management | $62,535 |
Service code 28 ONE LANDMARK SQUARE · STAMFORD, CT 06901 | Investment Management | $62,020 |
Filed as: BENEFITS ADMINISTRATION, LLC Service code 14 · EIN 52-1139156 8600 LASALLE ROAD,STE 605 · TOWSON, MD 21286 | Plan Administrator | $58,994 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 1920 N STREET, NW · WASHINGTON, DC 20036 | Actuarial | $55,264 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 277 PARK AVENUE · NEW YORK, NY 10172 | Investment Management | $35,373 |
PNC BANK, N.A.9+ years Filed as: PNC, INC. Service code 15 · EIN 25-1211909 HOPKINS PLAZA · BALTIMORE, MD 21201 | Recordkeeping | $29,486 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 6.14% | 724.96%-718.8pp | 78.53%-72.4pp | 37.74%-31.6pp |
| Employer contribution / active EE | $31,479 | $14,638+115.1% | $31,607-0.4% | $15,788+99.4% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |