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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY, LLC Service code 28 · EIN 26-0680642 901 SOUTH BOND ST · BALTIMORE, MD 21231 | Investment Management | $154,351 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 4842 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Investment Management | $149,074 |
LOOMIS SAYLES8+ years Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $142,292 |
SOUTHERN BENEFIT ADMINISTRATORS8+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 2001 CALDWELL DRIVE · GOODLETTSVILLE, TN 37072 | Contract Administrator | $117,000 |
BOSTON TRUST WALDEN COMPANY4 years Filed as: BOSTON TRUST AND INVESTMENT MGMT Service code 28 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Investment Management | $103,201 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 W 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $100,000 |
VICTORY2 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN RD · BROOKLYN, OH 44144 | Investment Management | $85,020 |
ULLICO4 years Service code 23 · EIN 52-6435649 171 17TH STREET NW · ATLANTA, GA 30363 | Insurance brokerage commissions and f... | $77,499 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST BANK Service code 19 · EIN 54-1965633 P.O. BOX 26150 · RICHMOND, VA 23260 | Securities Custodian | $65,793 |
Service code 11 · EIN 26-1370698 1040 CROWN POINTE PARKWAY · ATLANTA, GA 30338 | Actuarial | $63,888 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 4.08% | 7.15%-3.1pp | 20.18%-16.1pp | 37.77%-33.7pp |
| Employer contribution / active EE | $14,357 | $13,270+8.2% | $29,108-50.7% | $15,798-9.1% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |