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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 | Investment Management | $196,189 |
ASSOCIATED ADMINISTRATORS, LLC9+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $107,931 |
WEDGE CAPITAL MANAGEMENT3 years Service code 28 · EIN 56-1557450 | Investment Management | $92,951 |
INVESTMENT PERFORMANCE SERVICES9+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $78,750 |
ALGER3 years Filed as: FRED ALGER MANAGEMENT INC Service code 28 · EIN 13-2510833 | Investment Management | $65,564 |
AMERICAN REALTY ADVISORS9+ years Service code 25 · EIN 33-0123114 | Directed Trustee | $54,096 |
ATLANTA CAPITAL MANAGEMENT3 years Service code 28 · EIN 58-2236910 | Investment Management | $49,401 |
Filed as: MORGAN LEWIS BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $40,995 |
INVESCO9+ years Filed as: INVESCO REAL ESTATE Service code 28 · EIN 58-1707262 | Investment Management | $37,262 |
Filed as: MOONEY GREEN BAKER AND SAINDON Service code 29 · EIN 52-1958229 | Legal | $36,186 |
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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 | $9,556,684-100.0% | $101,802-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.4%-2.4pp |
| Annual return | 8.86% | 7.81%+1.1pp | 9.51%-0.6pp | 22.81%-13.9pp |
| Employer contribution / active EE | $8,193 | $7,502+9.2% | $23,377-65.0% | $18,290-55.2% |
| Participant deferral / active EE | $157 | $22+601.8% | $14+1054.0% | $603-74.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $769-100.0% | $85,222-100.0% |