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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $140,026 |
HANNON & ASSOCIATES1+ years Service code 10 · EIN 59-2892813 2700 UNIVERSITY BLVD W · JACKSONVILLE, FL 32217 | Accounting | $127,082 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN ADVISORY LLC Service code 28 · EIN 26-0680642 901 SOUTH BOND ST · BALTIMORE, MD 21231 | Investment Management | $118,003 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 4842 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Investment Management | $108,698 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUS Service code 28 · EIN 75-2403190 2200 ROSS AVENUE · DALLAS, TX 75201 | Investment Management | $102,289 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP INC Service code 27 · EIN 36-3555078 550 W WASHINGTON BLVD · CHICAGO, IL 60661 | Advisory (Plan) | $80,000 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 2001 CALDWELL DRIVE · GOODLETTSVILLE, TN 370723589 | Contract Administrator | $77,400 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 · EIN 13-2700161 4900 TIEDEMAN RD · BROOKLYN, OH 44144 | Investment Management | $60,433 |
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST BANK Service code 19 · EIN 54-1965633 POST OFFICE BOX 26150 · RICHMOND, VA 232606150 | Securities Custodian | $56,179 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 8601 GEORGIA AVENUE SUITE 170 · SILVER SPRING, MD 20910 | Actuarial | $48,863 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 6.28% | 3.49%+2.8pp | 4.16%+2.1pp | 7.18%-0.9pp |
| Employer contribution / active EE | $12,007 | $11,083+8.3% | $29,966-59.9% | $13,095-8.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |