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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ABS ALLEGIANCE REAL ESTATE Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $129,887 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN ADVISORY LLC Service code 27 · EIN 26-4560299 901 SOUTH BOND STREET, STE 400 · BALTIMORE, MD 21231 | Advisory (Plan) | $114,277 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 56-1557450 2920 ONE FIRST UNION CENTER · CHARLOTTE, NC 28202 | Investment Management | $74,650 |
ROTHSCHILD ASSET MANAGEMENT1+ years Service code 28 · EIN 13-2544634 1251 AVENUE OF THE AMERICAS 44TH FL · NEW YORK, NY 10020 | Investment Management | $72,825 |
POST ADVISORY GROUP1+ years Service code 28 · EIN 95-4818300 11755 WILSHIRE BOULEVARD STE 1400 · LOS ANGELES, CA 90025 | Investment Management | $66,639 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 · EIN 58-1645832 7402 HODGSON MEMORIAL DRIVE, STE 10 · SAVANNAH, GA 31406 | Advisory (Plan) | $62,588 |
BHA CONSULTING1+ years Service code 11 · EIN 58-1910292 5400 LAUREL SPRINGS PARKWAY STE 130 · SUWANEE, GA 30024 | Actuarial | $60,490 |
GEMGROUP1+ years Service code 13 · EIN 63-0334002 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $58,565 |
US BANK1+ years Service code 19 · EIN 31-0841368 225 WATER STREET · JACKSONVILLE, FL 32202 | Securities Custodian | $44,503 |
Filed as: QUINN, CONNER, WEAVER, DAVIES & Service code 29 · EIN 45-1444874 315 WEST PONCE DELEON AVENUE 850 · DECATUR, GA 30030 | Legal | $28,261 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 5.78% | 0.06%+5.7pp | -0.81%+6.6pp | -0.60%+6.4pp |
| Employer contribution / active EE | $4,098 | $14,206-71.2% | $38,425-89.3% | $12,272-66.6% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |