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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEWTON INVESTMENT MANAGEMENT Service code 28 · EIN 86-1751460 | Investment Management | $218,992 |
GLOBAL TRUST COMPANY5 years Service code 28 · EIN 26-3761443 | Investment Management | $204,995 |
ALGER1 year Filed as: FRED ALGER MANAGEMENT LLC Service code 28 · EIN 13-2510833 | Investment Management | $202,110 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $192,545 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO.(SOUTHEAST STATES) INC Service code 11 · EIN 13-2619259 | Actuarial | $191,446 |
JAMES BENNETT2 years Filed as: BENNETT, JAMES Service code 30 · EIN 57-6027499 | Employee (plan); Direct payment from ... | $187,371 |
Filed as: INVESTMENT PERFORMANCE SVCS LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $166,299 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL SMID Service code 28 · EIN 35-2679129 | Investment Management | $136,737 |
SMALLS, DEBORAH2 years Service code 30 · EIN 57-6027499 | Employee (plan); Direct payment from ... | $125,059 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $116,701 |
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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 | -10.71% | -13.54%+2.8pp | 22.50%-33.2pp | 23.41%-34.1pp |
| Employer contribution / active EE | $10,240 | $14,842-31.0% | $33,849-69.7% | $12,650-19.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |