| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4 years Service code 12 7130 COLUMBIA GATEWAY DR A · COLUMBIA, MD 21046 | Plan Administrator; Direct payment fr... | $769,373 |
Service code 28 · EIN 11-3786306 | Investment Management | $747,132 |
ALGER7 years Filed as: FRED ALGER & COMPANY Service code 28 · EIN 13-2510833 | Investment Management | $718,557 |
ATLANTA CAPITAL MANAGEMENT7 years Service code 28 · EIN 58-2236910 | Investment Management | $620,463 |
POST ADVISORY GROUP8+ years Filed as: MW POST ADVISORY GROUP Service code 28 · EIN 95-4818300 | Investment Management | $564,925 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 50 · EIN 23-0891050 | Direct Payment | $479,156 |
RBC GLOBAL ASSET MANAGEMENT7 years Filed as: RBC GLOBAL ASSET MANAGEMENT - US Service code 28 · EIN 41-1460668 | Investment Management | $478,552 |
Service code 28 · EIN 13-3257590 | Investment Management | $469,329 |
COMERICA BANK2 years Service code 28 · EIN 46-6933818 | Investment Management | $463,537 |
GLOUSTON1 year Service code 28 · EIN 47-1944190 | Investment Management | $383,814 |
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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -11.98% | -13.54%+1.6pp | 22.50%-34.5pp | 23.41%-35.4pp |
| Employer contribution / active EE | $23,438 | $14,842+57.9% | $33,849-30.8% | $12,650+85.3% |
| Participant deferral / active EE | $1,496 | $1,615-7.3% | $101+1382.6% | $1,474+1.5% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |