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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVESTORS IN Service code 28 · EIN 98-0202744 ONE BEACON ST 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $573,301 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 50 FREMONT STREET 3900 · SAN FRANCISCO, CA 94105 | Investment Management | $424,573 |
BLACKSTONE1 year Filed as: BLACKSTONE ALTERNATIVE ASSET MGMT Service code 52 · EIN 13-3702086 | Indirect Investment Fees | $242,571 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 333 W.34TH ST · NEW YORK, NY 10001 | Pension Consulting | $222,453 |
SPRUCEGROVE INVESTMENT MGMT3+ years Filed as: SPRUCEGROVE INVESTMENT MANAGEMENT Service code 27 · EIN 98-0399967 | Advisory (Plan) | $180,031 |
HAMILTON LANE ADVISORS, LLC3+ years Filed as: HAMILTON LANE CAPITAL OPPORTUNITIES Service code 52 · EIN 23-2962336 ONE PRESIDENTIAL BLVD · BALA CYNWYD, PA 19004 | Indirect Investment Fees | $160,244 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1835864 2018 POWERS FERRY ROAD · ATLANTA, GA 30339 | Actuarial | $128,462 |
SEGALL BRYANT & HAMILL1 year Service code 52 · EIN 41-1788385 | Indirect Investment Fees | $101,415 |
TJS DEEMER DANA LLP3+ years Service code 10 · EIN 58-2663273 118 PARK OF COMMERCE DRIV · SAVANNAH, GA 31405 | Accounting | $81,830 |
Filed as: SIGULER GUFF ADVISORS, LLC Service code 52 · EIN 13-3855629 | Indirect Investment Fees | $80,000 |
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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 | $955,976-100.0% | $280,855-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | 6.63% | -1.31%+7.9pp | -0.70%+7.3pp | 33.37%-26.7pp |
| Employer contribution / active EE | $11,998 | $12,967-7.5% | $28,903-58.5% | $11,253+6.6% |
| Participant deferral / active EE | $0 | $1-100.0% | $148-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | $99,113-100.0% |