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| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE2 years Service code 28 · EIN 20-8875684 | Investment Management | $154,951 |
LOOMIS SAYLES4+ years Service code 28 · EIN 04-3200030 | Investment Management | $144,602 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $139,651 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN ADVISORY LLC Service code 28 · EIN 26-0680642 | Investment Management | $124,287 |
Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 | Investment Management | $117,178 |
SOUTHERN BENEFIT ADMINISTRATORS4+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 | Contract Administrator | $99,000 |
VICTORY4+ years Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 · EIN 13-2700161 | Investment Management | $82,215 |
MACRO TREND LLC2 years Filed as: MACRO CONSULTING GROUP INC Service code 27 · EIN 36-3555078 | Advisory (Plan) | $80,000 |
BOSTON TRUST WALDEN COMPANY2 years Filed as: BOSTON TRUST & INVESTMENT MGMT Service code 28 · EIN 04-2273811 | Investment Management | $72,153 |
SUNTRUST BANKS, INC.4+ years Filed as: SUNTRUST BANK Service code 19 · EIN 54-1965633 | Securities Custodian | $62,272 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 3.34% | 10.27%-6.9pp | 10.56%-7.2pp | 53.27%-49.9pp |
| Employer contribution / active EE | $11,763 | $12,273-4.2% | $30,199-61.0% | $14,774-20.4% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |