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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB ALLEGIANCE Service code 28 · EIN 27-0185875 7501 WISCONSIN AVE. 1300W · BETHESDA, MD 20814 | Investment Management | $143,986 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3257590 ONE LANDMARK SQUARE, 20TH · STAMFORD, CT 06901 | Investment Management | $128,121 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 7402 HODGSON MEMORIAL DR. · SAVANNAH, GA 31406 | Advisory (Plan) | $81,679 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 6075 POPLAR AVE · MEMPHIS, TN 38119 | Investment Management | $63,737 |
COLUMBIA PARTNERS1+ years Filed as: COLUMBIA PARTNERS, LLC Service code 28 · EIN 52-1940739 5425 WISCONSIN AVE., 700 · CHEVY CHASE, MD 20815 | Investment Management | $62,228 |
WITHUMSMITH+BROWN, PC1+ years Filed as: SHELBY BROWN Service code 30 · EIN 62-0976048 6260 DAYTON BLVD. · HIXSON, TN 37343 | Employee (plan) | $61,991 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $56,225 |
ALGER1+ years Filed as: FRED ALGER MANAGEMENT Service code 28 360 PARK AVENUE S. · NEW YORK, NY 10010 | Investment Management | $54,051 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA CAPITAL MANAGEMENT COMPANY Service code 28 · EIN 58-2236910 1075 PEACHTREE ST NE 2100 · ATLANTA, GA 30309 | Investment Management | $50,721 |
INVESCO1+ years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 1166 AVE OF THE AMERICAS · NEW YORK, NY 10036 | Investment Management | $49,081 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 1.37% | 1.36%0pp | -1.61%+3.0pp | 1.67%-0.3pp |
| Employer contribution / active EE | $8,984 | $10,832-17.1% | $30,840-70.9% | $10,506-14.5% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |