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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN ADVISORY LLC Service code 27 · EIN 26-4560299 901 SOUTH BOND STREET, STE 400 · BALTIMORE, MD 21231 | Advisory (Plan) | $148,967 |
Filed as: ABS ALLEGIANCE REAL ESTATE Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $134,478 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 56-1557450 2920 ONE FIRST UNION CENTER · CHARLOTTE, NC 28202 | Investment Management | $96,632 |
ROTHSCHILD ASSET MANAGEMENT3+ years Service code 28 · EIN 13-2544634 1251 AVENUE OF THE AMERICAS 44TH FL · NEW YORK, NY 10020 | Investment Management | $86,304 |
POST ADVISORY GROUP3+ years Service code 28 · EIN 95-4818300 11755 WILSHIRE BOULEVARD STE 1400 · LOS ANGELES, CA 90025 | Investment Management | $72,864 |
GEMGROUP3+ years Service code 13 · EIN 63-0334002 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $62,133 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 58-1645832 7402 HODGSON MEMORIAL DRIVE, STE 10 · SAVANNAH, GA 31406 | Advisory (Plan) | $60,133 |
BHA CONSULTING3+ years Service code 11 · EIN 58-1910292 5400 LAUREL SPRINGS PARKWAY STE 130 · SUWANEE, GA 30024 | Actuarial | $48,784 |
US BANK3+ years Service code 19 · EIN 31-0841368 225 WATER STREET · JACKSONVILLE, FL 32202 | Securities Custodian | $45,637 |
STEVEN D EISENBERG CPA PA3+ years Filed as: STEVEN D. EISENBERG CPA,P.A. Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $28,274 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 15.90% | 13.03%+2.9pp | 10.36%+5.5pp | 23.90%-8.0pp |
| Employer contribution / active EE | $6,268 | $15,779-60.3% | $37,738-83.4% | $16,539-62.1% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |