Filed February 7, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DIAMOND HILL1+ years Filed as: DIAMOND HILL CAPITAL MGMT. Service code 27 · EIN 31-1019984 | Advisory (Plan) | $274,763 |
RIVERBRIDGE PARTNERS1+ years Service code 27 · EIN 41-1930193 | Advisory (Plan) | $238,478 |
HOLLAND CAPITAL MANAGEMENT LLC1+ years Filed as: HOLLAND CAPITAL MGMT. Service code 27 · EIN 36-3753847 | Advisory (Plan) | $225,122 |
Filed as: GLOBAL CURRENTS INVESTMENT MGMT. Service code 27 · EIN 26-1482415 | Advisory (Plan) | $170,484 |
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST BANK Service code 21 · EIN 59-2415913 | Bank Trustee | $140,161 |
RICHMOND CAPITAL MANAGEMENT1+ years Filed as: RICHMOND CAPITAL MGMT. Service code 27 · EIN 54-1288566 | Advisory (Plan) | $75,895 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MGMT. Service code 27 · EIN 98-0437848 | Advisory (Plan) | $75,338 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 56-1984030 | Advisory (Plan) | $64,728 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $219,333-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | 0.63% | 3.11%-2.5pp | -2.01%+2.6pp | 3.11%-2.5pp |
| Employer contribution / active EE | $1,034 | $9,361-89.0% | $34,453-97.0% | $9,361-89.0% |
| Participant deferral / active EE | $0 | $375-100.0% | $34-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $5,362-100.0% | - |