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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 | $142,521 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY LLC Service code 27 · EIN 26-4560299 901 SOUTH BOND STREET, STE 400 · BALTIMORE, MD 21231 | Advisory (Plan) | $113,687 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 56-1557450 2920 ONE FIRST UNION CENTER · CHARLOTTE, NC 28202 | Investment Management | $81,551 |
BHA CONSULTING2+ years Service code 11 · EIN 58-1910292 5400 LAUREL SPRINGS PARKWAY STE 130 · SUWANEE, GA 30024 | Actuarial | $78,116 |
ROTHSCHILD ASSET MANAGEMENT2+ years Service code 28 · EIN 13-2544634 1251 AVENUE OF THE AMERICAS 44TH FL · NEW YORK, NY 10020 | Investment Management | $71,463 |
POST ADVISORY GROUP2+ years Service code 28 · EIN 95-4818300 11755 WILSHIRE BOULEVARD STE 1400 · LOS ANGELES, CA 90025 | Investment Management | $66,591 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 58-1645832 7402 HODGSON MEMORIAL DRIVE, STE 10 · SAVANNAH, GA 31406 | Advisory (Plan) | $63,907 |
GEMGROUP2+ years Service code 13 · EIN 63-0334002 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $60,325 |
US BANK2+ years Service code 19 · EIN 31-0841368 225 WATER STREET · JACKSONVILLE, FL 32202 | Securities Custodian | $41,949 |
Filed as: QUINN, CONNER, WEAVER, DAVIES & Service code 29 · EIN 45-1444874 315 WEST PONCE DELEON AVENUE 850 · DECATUR, GA 30030 | Legal | $29,819 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 9.36% | 5.13%+4.2pp | 4.74%+4.6pp | 7.18%+2.2pp |
| Employer contribution / active EE | $5,096 | $14,689-65.3% | $36,089-85.9% | $13,095-61.1% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |