| Provider | Service type | Compensation |
|---|---|---|
BOOZ, ALLEN, HAMILTON INC- ECAP3+ years Service code 28 · EIN 36-2513626 8283 GREENSBORO DRIVE · MCLEAN, VA 22102 | Investment Management | $612,843 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $585,700 |
SOUTHERN BENEFIT ADMINISTRATORS3+ years Service code 13 · EIN 62-1116095 2001 CALDWELL DR · GOODLETTSVILLE, TN 37072 | Contract Administrator | $585,700 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 52-2037618 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $484,555 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $438,716 |
Filed as: BARROW HANLEY AND MCWHINNEY Service code 28 · EIN 13-2730828 JP MORGAN CHAE TOWER · DALLAS, TX 75201 | Investment Management | $408,254 |
INDURE FUND3+ years Service code 28 · EIN 26-3437991 900 7TH STREET NW · WASHINGTON, DC 20001 | Investment Management | $261,644 |
BOSTON PARTNERS2 years Service code 28 ONE BEACON STREET · BOSTON, MA 02108 | Investment Management | $185,681 |
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 | Investment Management | $163,347 |
FRANKLIN TEMPLETON1 year Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 | Investment Management | $161,403 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,329 | $59,184+12.1% | $92,240-28.1% | $177,276-62.6% |
| Participation rate | 100.0% | 85.6%+14.4pp | 76.5%+23.5pp | 74.8%+25.2pp |
| Annual return | 12.33% | 15.88%-3.5pp | 176.29%-164.0pp | 21.25%-8.9pp |
| Employer contribution / active EE | $7,442 | $2,985+149.3% | $3,680+102.3% | $2,479+200.2% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $239 | $98+142.6% | $5,194-95.4% | $154+54.9% |