| Provider | Service type | Compensation |
|---|---|---|
ALGER5 years Filed as: FRED ALGER & COMPANY Service code 28 · EIN 13-2510833 | Investment Management | $997,947 |
BENESYS, INC.2 years Service code 12 7130 COLUMBIA GATEWAY DR A · COLUMBIA, MD 21046 | Contract Administrator; Claims proces... | $739,684 |
Filed as: BOYD WATERSON Service code 28 · EIN 34-1922005 | Investment Management | $714,113 |
Service code 28 · EIN 11-3786306 | Investment Management | $663,249 |
POST ADVISORY GROUP6+ years Filed as: MW POST ADVISORY GROUP Service code 28 · EIN 95-4818300 | Investment Management | $662,635 |
ASB CAPITAL MANAGEMENT1 year Filed as: ABS CAPITAL MANAGEMENT Service code 28 · EIN 80-0618452 | Investment Management | $581,855 |
ATLANTA CAPITAL MANAGEMENT5 years Service code 28 · EIN 58-2236910 | Investment Management | $511,055 |
Filed as: QUANTITATIVE MANAGEMENT ASSOC Service code 28 · EIN 33-1077887 | Investment Management | $466,565 |
Service code 28 · EIN 13-3257590 | Investment Management | $459,642 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $352,653 |
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 | $0 | $247,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 11.52% | 12.86%-1.3pp | 7.87%+3.7pp | 12.86%-1.3pp |
| Employer contribution / active EE | $24,715 | $13,687+80.6% | $31,784-22.2% | $13,687+80.6% |
| Participant deferral / active EE | $1,743 | $833+109.4% | $241+624.2% | $833+109.4% |
| Admin fee / account holder | $0 | $0 | $240,514-100.0% | - |