| Provider | Service type | Compensation |
|---|---|---|
BOOZ, ALLEN, HAMILTON INC- ECAP1+ years Service code 28 · EIN 36-2513626 8283 GREENSBORO DRIVE · MCLEAN, VA 22102 | Investment Management | $729,833 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 13 · EIN 62-1116095 2001 CALDWELL DR · GOODLETTSVILLE, TN 37072 | Contract Administrator | $564,500 |
Filed as: BARROW HANLEY AND MCWHINNEY Service code 28 · EIN 13-2730828 JP MORGAN CHAE TOWER · DALLAS, TX 75201 | Investment Management | $450,979 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 52-2037618 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $442,239 |
ATLANTA CAPITAL MANAGEMENT1+ years Service code 28 · EIN 58-2236910 1075 PAECHTREE ST NE · ATLANTA, GA 30309 | Investment Management | $429,565 |
HGK1+ years Filed as: HGK CAPITAL Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD STE 2000 · JERSEY CITY, NJ 07310 | Investment Management | $380,099 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $261,535 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 41-1932542 421 WABASHA ST N · ST PAUL, MN 55102 | Investment Management | $230,418 |
INDURE FUND1+ years Service code 28 · EIN 26-3437991 900 7TH STREET NW · WASHINGTON, DC 20001 | Investment Management | $195,539 |
WEDGEWOOD PARTNERS INC1+ years Filed as: WEDGEWOOD PARTNERS INC. Service code 28 · EIN 43-1468106 9909 CLAYTON RD STE 103 · ST LOUIS, MO 63124 | Investment Management | $170,495 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,671 | $69,651-25.8% | $75,784-31.8% | $69,651-25.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 75.8%+24.2pp | 66.6%+33.4pp |
| Annual return | 1.94% | 53.77%-51.8pp | 9.68%-7.7pp | 53.77%-51.8pp |
| Employer contribution / active EE | $2,357 | $2,241+5.2% | $3,323-29.1% | $2,241+5.2% |
| Participant deferral / active EE | $0 | $3,635-100.0% | $3,652-100.0% | $3,635-100.0% |
| Admin fee / account holder | $219 | $63+246.5% | $5,300-95.9% | $63+246.5% |