Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES10+ years Service code 27 · EIN 58-1645832 7402 HODGSON MEMORIAL DRIVE, STE 10 · SAVANNAH, GA 31406 | Advisory (Plan) | $104,726 |
WEDGE CAPITAL MANAGEMENT10+ years Service code 28 · EIN 56-1557450 2920 ONE FIRST UNION CENTER · CHARLOTTE, NC 28202 | Investment Management | $102,951 |
ZENITH AMERICAN SOLUTIONS6 years Filed as: ZENITH-AMERICAN SOLUTIONS Service code 13 · EIN 59-1590516 603 STANWIX STREET, TWO GATEWAY CEN · PITTSBURGH, PA 15222 | Contract Administrator | $87,032 |
US BANK10+ years Service code 19 · EIN 31-0841368 225 WATER STREET · JACKSONVILLE, FL 32202 | Securities Custodian | $69,502 |
BHA CONSULTING10+ years Service code 11 · EIN 58-1910292 5400 LAUREL SPRINGS PARKWAY STE 130 · SUWANEE, GA 30024 | Actuarial | $68,373 |
WITHUMSMITH+BROWN, PC10+ years Filed as: BROWN ADVISORY LLC Service code 27 · EIN 26-4560299 901 SOUTH BOND STREET, STE 400 · BALTIMORE, MD 21231 | Advisory (Plan) | $67,026 |
SEGALL BRYANT & HAMILL10+ years Filed as: SEGALL, BRYANT HAMILL Service code 28 · EIN 04-1788385 10 SOUTH WACKER DRIVE STE 3500 · CHICAGO, IL 60606 | Investment Management | $60,263 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: ABS ALLEGIANCE REAL ESTATE Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $56,303 |
STEVEN D EISENBERG CPA PA10+ years Filed as: STEVEN D. EISENBERG CPA,P.A. Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE STE 1128 · BOCA RATON, FL 33325 | Accounting | $31,656 |
QUINN CONNOR WEAVER DAVIES & ROUCO10+ years Filed as: QUINN, CONNER, WEAVER, DAVIES & Service code 29 · EIN 45-1444874 315 WEST PONCE DELEON AVENUE 850 · DECATUR, GA 30030 | Legal | $22,581 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 7.33% | 8.04%-0.7pp | 9.17%-1.8pp | 8.76%-1.4pp |
| Employer contribution / active EE | $9,582 | $10,583-9.5% | $40,523-76.4% | $16,664-42.5% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |