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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 | Investment Management | $213,945 |
ASSOCIATED ADMINISTRATORS, LLC10+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $109,854 |
WEDGE CAPITAL MANAGEMENT4 years Service code 28 · EIN 56-1557450 | Investment Management | $101,371 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $82,500 |
INVESCO10+ years Filed as: INVESCO REAL ESTATE Service code 28 · EIN 58-1707262 | Investment Management | $51,778 |
ATLANTA CAPITAL MANAGEMENT4 years Service code 28 · EIN 58-2236910 | Investment Management | $49,234 |
AMERICAN REALTY ADVISORS10+ years Service code 25 · EIN 33-0123114 | Directed Trustee | $44,073 |
CHEIRON10+ years Service code 11 · EIN 13-4215617 | Actuarial | $35,035 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $31,345 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-4994650 | Investment Management | $29,762 |
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Participant contribution per participant 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 | $33,520-100.0% | $116,914-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 10.47% | 5.81%+4.7pp | 8.92%+1.5pp | 7.65%+2.8pp |
| Employer contribution / active EE | $8,933 | $11,440-21.9% | $24,457-63.5% | $20,582-56.6% |
| Participant deferral / active EE | $103 | $26+297.5% | $14+615.4% | $1,172-91.2% |
| Admin fee / account holder | $0 | $193-100.0% | $692-100.0% | $193-100.0% |