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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC7+ years Filed as: BROWN ADVISORY LLC Service code 27 · EIN 26-4560299 901 SOUTH BOND STREET, STE 400 · BALTIMORE, MD 21231 | Advisory (Plan) | $170,517 |
WEDGE CAPITAL MANAGEMENT7+ years Service code 28 · EIN 56-1557450 2920 ONE FIRST UNION CENTER · CHARLOTTE, NC 28202 | Investment Management | $146,262 |
Filed as: ABS ALLEGIANCE REAL ESTATE Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $86,081 |
INVESTMENT PERFORMANCE SERVICES7+ years Service code 27 · EIN 58-1645832 7402 HODGSON MEMORIAL DRIVE, STE 10 · SAVANNAH, GA 31406 | Advisory (Plan) | $82,380 |
US BANK7+ years Service code 19 · EIN 31-0841368 225 WATER STREET · JACKSONVILLE, FL 32202 | Securities Custodian | $76,340 |
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH-AMERICAN SOLUTIONS Service code 13 · EIN 59-1590516 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $71,591 |
BHA CONSULTING7+ years Service code 11 · EIN 58-1910292 5400 LAUREL SPRINGS PARKWAY STE 130 · SUWANEE, GA 30024 | Actuarial | $66,989 |
Filed as: QUINN, CONNER, WEAVER, DAVIES & Service code 29 · EIN 45-1444874 315 WEST PONCE DELEON AVENUE 850 · DECATUR, GA 30030 | Legal | $38,226 |
STEVEN D EISENBERG CPA PA7+ 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 | $27,811 |
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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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 16.09% | 11.84%+4.3pp | 8.95%+7.1pp | 13.24%+2.9pp |
| Employer contribution / active EE | $10,713 | $12,426-13.8% | $46,559-77.0% | $14,616-26.7% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |