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| Provider | Service type | Compensation |
|---|---|---|
GARCIA HAMILTON & ASSOCIATES2 years Filed as: GARCIA HAMILTON Service code 51 1401 MCKINNEY · HOUSTON, TX 77010 | Investment Mgmt Fees | $22,075 |
AB FUNDS1 year Filed as: TS&W INTERNATIONAL LARGE CAP EQUITY Service code 51 C/O OMAMTC HOLDING CO. · BOSTON, MA 02116 | Investment Mgmt Fees | $16,499 |
Filed as: WESTERN ASSET US CORE PLUS LLC Service code 51 620 8TH AVENUE 50TH FLOOR · NEW YORK, NY 10018 | Investment Mgmt Fees | $11,764 |
Service code 51 10829 OLIVE BOULEVARD · SAINT LOUIS, MO 63141 | Investment Mgmt Fees | $9,436 |
Annual investment return 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 | $67,218 | $70,083-4.1% | $59,887+12.2% | $55,725+20.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | -6.90% | 3.13%-10.0pp | 3.46%-10.4pp | 244.93%-251.8pp |
| Employer contribution / active EE | $7,795 | $2,878+170.8% | $2,722+186.3% | $2,078+275.1% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $84 | $70+19.4% | $3,591-97.7% | $115-27.1% |