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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN ADVISORY Service code 28 · EIN 75-2403190 | Investment Management | $302,978 |
LOOMIS SAYLES7+ years Service code 28 · EIN 04-3200030 | Investment Management | $174,162 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $152,111 |
Filed as: SOUTHERN BENEFIT ADMINISTRATOR Service code 13 · EIN 62-1116095 | Contract Administrator | $117,000 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $115,737 |
BOSTON TRUST WALDEN COMPANY3 years Filed as: BOSTON TRUST AND INVESTMENT MGMT Service code 28 · EIN 04-2273811 | Investment Management | $113,647 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $90,990 |
Filed as: HORIZON Service code 11 · EIN 26-1370698 | Actuarial | $67,127 |
ULLICO3 years Service code 23 · EIN 52-6435649 | Insurance brokerage commissions and f... | $62,229 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 19 · EIN 54-1965633 | Securities Custodian | $46,242 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -7.65% | -8.26%+0.6pp | -5.85%-1.8pp | 2.78%-10.4pp |
| Employer contribution / active EE | $14,028 | $12,543+11.8% | $31,839-55.9% | $15,276-8.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |