| Provider | Service type | Compensation |
|---|---|---|
BOOZ, ALLEN, HAMILTON INC- ECAP2+ years Service code 28 · EIN 36-2513626 8283 GREENSBORO DRIVE · MCLEAN, VA 22102 | Investment Management | $613,593 |
SOUTHERN BENEFIT ADMINISTRATORS2+ years Service code 13 · EIN 62-1116095 2001 CALDWELL DR · GOODLETTSVILLE, TN 37072 | Contract Administrator | $571,300 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 52-2037618 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $469,353 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $421,090 |
ATLANTA CAPITAL MANAGEMENT2+ years Service code 28 · EIN 58-2236910 1075 PAECHTREE ST NE · ATLANTA, GA 30309 | Investment Management | $398,631 |
Filed as: BARROW HANLEY AND MCWHINNEY Service code 28 · EIN 13-2730828 JP MORGAN CHAE TOWER · DALLAS, TX 75201 | Investment Management | $398,372 |
HGK2+ years Filed as: HGK CAPITAL Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD STE 2000 · JERSEY CITY, NJ 07310 | Investment Management | $288,943 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 41-1932542 421 WABASHA ST N · ST PAUL, MN 55102 | Investment Management | $278,613 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 | Investment Management | $159,080 |
INDURE FUND2+ years Service code 28 · EIN 26-3437991 900 7TH STREET NW · WASHINGTON, DC 20001 | Investment Management | $150,860 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,437 | $50,626+15.4% | $84,753-31.1% | $65,292-10.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 76.6%+23.4pp | 72.4%+27.6pp |
| Annual return | 6.11% | 5.34%+0.8pp | 22.78%-16.7pp | 11.84%-5.7pp |
| Employer contribution / active EE | $6,455 | $3,033+112.8% | $3,574+80.6% | $2,302+180.4% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,712-100.0% | $3,579-100.0% |
| Admin fee / account holder | $233 | $97+141.2% | $5,333-95.6% | $57+306.6% |