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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT9+ years Filed as: WEDGE CAPITAL MANAGEMENT LLC Service code 21 · EIN 56-1557450 301 SOUTH COLLEGE STREET 2820 · CHARLOTTE, NC 28202 | Bank Trustee | $90,259 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: CHEVY CHASE Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $75,359 |
GREAT LAKES ADVISORS, LLC9+ years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 231 S. LASALLE STREET 4TH FLOOR · CHICAGO, IL 60604 | Investment Management | $69,785 |
Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $67,363 |
BHA CONSULTING9+ years Service code 11 · EIN 58-1910292 5400 LAUREL SPRINGS PARKWAY STE 130 · SUWANEE, GA 30024 | Actuarial | $67,223 |
AMALGAMATED BANK9+ years Service code 27 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Advisory (Plan) | $64,110 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 · EIN 13-3786306 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $56,547 |
ALGER9+ years Filed as: FRED ALGER MANAGEMENT Service code 28 · EIN 13-2510833 360 PARK AVENUE SOUTH · NEW YORK, NY 10010 | Investment Management | $50,331 |
INVESTMENT PERFORMANCE SERVICES9+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 · EIN 58-1645832 7402 HODGSON MEMORIAL DRIVE,STE 100 · SAVANNAH, GA 31406 | Advisory (Plan) | $50,000 |
STEVEN D EISENBERG CPA PA9+ years Filed as: STEVEN D EISENBERG CPA,PA Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $25,855 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 9.35% | 8.04%+1.3pp | 9.14%+0.2pp | 8.76%+0.6pp |
| Employer contribution / active EE | $8,252 | $10,583-22.0% | $40,523-79.6% | $16,650-50.4% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |