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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY Service code 28 · EIN 26-0680642 | Investment Management | $137,038 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $127,076 |
Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 | Investment Management | $112,347 |
Filed as: SOUTHER BENEFIT ADMINISTRATOR Service code 13 · EIN 62-1116095 | Contract Administrator | $112,166 |
LOOMIS SAYLES5+ years Service code 28 · EIN 04-3200030 | Investment Management | $109,912 |
Filed as: BOSTON TRUST AND INVESTMENT MGMT Service code 28 · EIN 04-2273811 | Investment Management | $81,599 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $73,333 |
VICTORY1 year Filed as: VICTORY CAPTIAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $64,447 |
SUNTRUST BANKS, INC.5+ years Filed as: SUNTRUST BANK Service code 19 · EIN 54-1965633 | Securities Custodian | $64,114 |
Filed as: HORIZON Service code 11 · EIN 26-1370698 | Actuarial | $58,022 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 6.45% | 6.41%0pp | 8.01%-1.6pp | 11.45%-5.0pp |
| Employer contribution / active EE | $12,768 | $11,592+10.1% | $29,476-56.7% | $17,219-25.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |