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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $145,779 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 4842 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Investment Management | $126,190 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY LLC Service code 28 · EIN 26-0680642 901 SOUTH BOND ST · BALTIMORE, MD 21231 | Investment Management | $114,800 |
HANNON & ASSOCIATES2+ years Service code 10 · EIN 59-2892813 2700 UNIVERSITY BLVD W · JACKSONVILLE, FL 32217 | Accounting | $114,625 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUS Service code 28 · EIN 75-2403190 2200 ROSS AVENUE · DALLAS, TX 75201 | Investment Management | $104,145 |
SOUTHERN BENEFIT ADMINISTRATORS2+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 2001 CALDWELL DRIVE · GOODLETTSVILLE, TN 370723589 | Contract Administrator | $91,800 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 · EIN 13-2700161 4900 TIEDEMAN RD · BROOKLYN, OH 44144 | Investment Management | $67,913 |
SUNTRUST BANKS, INC.2+ years Filed as: SUNTRUST BANK Service code 19 · EIN 54-1965633 POST OFFICE BOX 26150 · RICHMOND, VA 232606150 | Securities Custodian | $65,505 |
BOSTON TRUST WALDEN COMPANY2+ years Filed as: BOSTON TRUST & INVESTMENT MGT Service code 28 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Investment Management | $57,317 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 8601 GEORGIA AVENUE SUITE 170 · SILVER SPRING, MD 20910 | Actuarial | $52,343 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 9.11% | 11.78%-2.7pp | 8.32%+0.8pp | 23.90%-14.8pp |
| Employer contribution / active EE | $11,892 | $11,309+5.2% | $30,793-61.4% | $16,539-28.1% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |