Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN ADVISORY MANAGEMENT, LLC Service code 28 · EIN 26-4560299 901 SOUTH BOND STREET SUITE 400 · BALTIMORE, MD 21231 | Investment Management | $666,140 |
WEDGE CAPITAL MANAGEMENT3 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 | $647,957 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN CAPITAL MANAGEMENT, LLC. Service code 28 · EIN 27-4453139 1201 N CALVERT STREET · BALTIMORE, MD 21202 | Investment Management | $428,532 |
INVESTMENT PERFORMANCE SERVICES4+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 16 · EIN 58-2432390 7402 HODGSON MEMORIAL DRIVE SUITE 1 · SAVANNAH, GA 31406 | Consulting | $264,474 |
THE SEGAL COMPANY4+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance services; Direct payment fr... | $242,942 |
FEDERATED4+ years Filed as: FEDERATED MDTA LLC Service code 28 · EIN 94-3267050 125 HIGH STREET OLIVER STREET TOWER · BOSTON, MA 02110 | Investment Management | $225,882 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 40 EAST 52ND STREET · NEW YORK, NY 10022 | Bank Trustee | $176,534 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL COMPANY EASTERN STATES Service code 11 · EIN 13-1835864 1920 N STREET NW SUITE 400 · WASHINGTON, DC 20036 | Actuarial | $169,581 |
EARNEST PARTNERS, LLC4+ years Service code 28 · EIN 58-2386669 1180 PEACHTREE STREET NE SUITE 2300 · ATLANTA, GA 30309 | Investment Management | $141,573 |
RICHARD J. WOLF & COMPANY3 years Filed as: RICHARD WOHLFORT, JR Service code 30 · EIN 52-6036829 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Employee (plan); Direct payment from ... | $132,551 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $94,563-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 4.02% | 15.22%-11.2pp | 16.32%-12.3pp | 21.83%-17.8pp |
| Employer contribution / active EE | $10,574 | $15,831-33.2% | $31,806-66.8% | $12,237-13.6% |
| Participant deferral / active EE | $0 | $987-100.0% | $211-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $0 | $1,551,325-100.0% |