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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 4842 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Investment Management | $178,482 |
LOOMIS SAYLES9+ years Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $144,834 |
WITHUMSMITH+BROWN, PC5 years Filed as: BROWN ADVISORY Service code 28 · EIN 26-0680642 901 SOUTH BOND ST · BALTIMORE, MD 21231 | Investment Management | $123,398 |
Service code 13 · EIN 62-1116095 2001 CALDWELL DRIVE · GOODLETTSVILLE, TN 37072 | Contract Administrator | $122,250 |
Filed as: BOSTON AND TRUST INVESTMENT MGMT Service code 28 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Investment Management | $109,743 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 W 34TH ST · NEW YORK, NY 10001 | Advisory (Plan) | $100,000 |
VICTORY3 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN RD · BROOKLYN, OH 44144 | Investment Management | $97,922 |
Filed as: HORIZAON ACTUARIAL SERVICES, LLC Service code 11 · EIN 26-1370698 1040 CROWN POINTE PARKWAY · ATLANTA, GA 30338 | Actuarial | $70,542 |
SUNTRUST BANKS, INC.3 years Filed as: TRUIST BANK Service code 19 · EIN 54-1965633 P.O BOX 26150 · RICHMOND, VA 23260 | Securities Custodian | $65,778 |
LAPADULA CARLSON & CO5 years Service code 10 · EIN 65-0292391 550 BILTMORE WAY · CORAL GABLES, FL 33134 | Accounting | $46,268 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 14.37% | 11.08%+3.3pp | 8.10%+6.3pp | 8.76%+5.6pp |
| Employer contribution / active EE | $24,929 | $13,910+79.2% | $28,649-13.0% | $16,664+49.6% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |