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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $203,523 |
LOOMIS SAYLES10+ years Service code 28 · EIN 04-3200030 | Investment Management | $180,578 |
Service code 13 · EIN 62-1116095 | Contract Administrator | $168,807 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $118,750 |
VICTORY4 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $109,944 |
BOSTON TRUST WALDEN COMPANY6 years Filed as: BOSTON TRUST AND INVESTMENT MGMT Service code 28 · EIN 04-2273811 | Investment Management | $94,824 |
Service code 11 · EIN 26-1370698 | Actuarial | $80,219 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST BANK Service code 19 · EIN 54-1965633 | Securities Custodian | $67,597 |
ULLICO6 years Service code 23 · EIN 52-6435649 | Insurance services; Insurance brokera... | $61,762 |
VENABLE LLP4 years Filed as: VENABLE LAW FIRM, P.A Service code 29 · EIN 59-1824867 | Legal | $24,608 |
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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 | $0 | $186,703-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 0.0%0pp |
| Annual return | 10.15% | 8.68%+1.5pp | 8.93%+1.2pp | 10.08%+0.1pp |
| Employer contribution / active EE | $27,574 | $14,435+91.0% | $26,306+4.8% | $15,414+78.9% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $0-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $2,041-100.0% | - |