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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT2 years Filed as: WEDGE CAPITAL MANAGEMENT, L.L.P Service code 28 · EIN 56-1557450 301 SOUTH COLLEGE STREET SUITE 2920 · CHARLOTTE, NC 28202 | Investment Management | $659,942 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN ADVISORY MANAGEMENT, LLC Service code 28 · EIN 26-4560299 901 SOUTH BOND STREET SUITE 400 · BALTIMORE, MD 21231 | Investment Management | $628,230 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN CAPITAL MANAGEMENT, LLC. Service code 28 · EIN 27-4453139 1201 N CALVERT STREET · BALTIMORE, MD 21202 | Investment Management | $383,532 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 40 EAST 52ND STREET · NEW YORK, NY 10022 | Bank Trustee | $266,333 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance brokerage commissions and f... | $240,061 |
FEDERATED3+ years Filed as: FEDERATED MDTA LLC Service code 28 · EIN 94-3267050 125 HIGH STREET OLIVER STREET TOWER · BOSTON, MA 02110 | Investment Management | $224,516 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 16 · EIN 58-2432390 7402 HODGSON MEMORIAL DRIVE SUITE 1 · SAVANNAH, GA 31406 | Consulting | $204,917 |
EARNEST PARTNERS, LLC3+ years Service code 28 · EIN 58-2386669 1180 PEACHTREE STREET NE SUITE 2300 · ATLANTA, GA 30309 | Investment Management | $157,640 |
Filed as: JOHN HUGHES Service code 30 · EIN 52-6036829 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $124,989 |
EDWARD JONES3+ years Filed as: EDWARD BURKE Service code 30 · EIN 52-6036829 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $122,527 |
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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 | $955,976-100.0% | $280,855-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | 14.88% | -1.31%+16.2pp | -0.70%+15.6pp | 33.37%-18.5pp |
| Employer contribution / active EE | $11,065 | $12,967-14.7% | $28,903-61.7% | $11,253-1.7% |
| Participant deferral / active EE | $0 | $1-100.0% | $148-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | $99,113-100.0% |