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| Provider | Service type | Compensation |
|---|---|---|
BHA CONSULTING2+ years Service code 11 · EIN 58-1910292 5400 LAUREL SPRINGS PARKWAY STE 130 · SUWANEE, GA 30024 | Actuarial | $93,723 |
ALGER2+ years Filed as: FRED ALGER MANAGEMENT Service code 28 | Investment Management | $92,131 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE Service code 28 | Investment Management | $72,271 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT LLC Service code 21 · EIN 56-1557450 301 SOUTH COLLEGE STREET 2820 · CHARLOTTE, NC 28202 | Bank Trustee | $70,517 |
GREAT LAKES ADVISORS, LLC2+ years Filed as: GREAT LAKES ADVISORS Service code 28 | Investment Management | $66,710 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 58-6051152 3150 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $54,299 |
INVESTMENT PERFORMANCE SERVICES2+ 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 |
AMALGAMATED BANK2+ years Service code 51 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Investment Mgmt Fees | $47,034 |
Filed as: QUINN CONNOR WEAVER DAVIES ROUCO L Service code 29 · EIN 45-1444874 3516 COVINGTON HIGHWAY · DECATUR, GA 30032 | Legal | $28,839 |
STEVEN D EISENBERG CPA PA2+ years Filed as: STEVEN D EISENBERG CPA,PA Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $20,349 |
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Employer 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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 17.59% | 13.03%+4.6pp | 10.36%+7.2pp | 23.90%-6.3pp |
| Employer contribution / active EE | $4,668 | $15,779-70.4% | $37,738-87.6% | $16,539-71.8% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |