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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GARCIA HAMILTON Service code 51 1401 MCKINNEY · HOUSTON, TX 77010 | Investment Mgmt Fees | $20,961 |
Filed as: WESTERN ASSET US CORE PLUS LLC Service code 51 620 8TH AVENUE 50TH FLOOR · NEW YORK, NY 10018 | Investment Mgmt Fees | $10,805 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL INC. Service code 51 10050 INNOVATION DRIVE · DAYTON, OH 45342 | Investment Mgmt Fees | $5,285 |
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 | $77,982 | $74,552+4.6% | $63,018+23.7% | $69,631+12.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 17.90% | 15.77%+2.1pp | 87.62%-69.7pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $9,350 | $2,929+219.2% | $2,761+238.7% | $2,032+360.1% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,330-100.0% | $3,224-100.0% |
| Admin fee / account holder | $55 | $59-6.6% | $3,601-98.5% | $110-49.8% |