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| Provider | Service type | Compensation |
|---|---|---|
GSA-ILA MANAGER'S FUND4 years Service code 15 10 MERSEY WAY · SAVANNAH, GA 31405 | Recordkeeping | $663,568 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOVAL INVESTORS Service code 28 · EIN 98-0202744 ONE BEACON ST 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $271,874 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $201,838 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $194,515 |
THE SEGAL COMPANY4 years Filed as: SEGAL Service code 11 · EIN 13-2619259 2727 PACES FERRY RD · ATLANTA, GA 30339 | Actuarial | $180,506 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $160,588 |
BIGNAULT & CARTER8+ years Service code 50 · EIN 58-1310322 130 CANAL ST. SUITE 401 · POOLER, GA 31322 | Direct Payment | $134,526 |
THE SEGAL COMPANY3 years Filed as: SEGAL ADVISORS INC DBA SEGAL MARCO Service code 27 · EIN 13-2646110 333 W. 34TH ST. · NEW YORK, NY 10001 | Advisory (Plan) | $128,921 |
TJS DEEMER DANA LLP2 years Filed as: SYMPHONA LLP Service code 10 · EIN 58-2663273 118 PARK OF COMMERCE DR · SAVANNAH, GA 31405 | Accounting | $89,045 |
COMERICA BANK7 years Service code 18 · EIN 42-1741646 411 W. LAFAYETTE AVE · DETROIT, MI 48226 | Other investment fees and expenses; F... | $88,133 |
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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 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 9.46% | 10.13%-0.7pp | 78.62%-69.2pp | 9.11%+0.3pp |
| Employer contribution / active EE | $11,967 | $13,162-9.1% | $31,646-62.2% | $12,231-2.2% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |