| Provider | Service type | Compensation |
|---|---|---|
COLUMBIA3+ years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 13-3180631 829 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Investment Management | $381,628 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-2619259 P.O. BOX 4125 · NEW YORK, NY 10261 | Actuarial | $258,592 |
FIDUCIARY MANAGEMENT, INC.3+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE 2200 · MILWAUKEE, WI 53202 | Investment Management | $245,258 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET US CORE PLUS LLC Service code 27 · EIN 20-1575788 385 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Advisory (Plan) | $239,215 |
AEW CAPITAL MANAGEMENT2 years Filed as: AEW CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 04-3329433 TWO SEAPORT LANE · BOSTON, MA 02210 | Investment Management | $165,293 |
NB DYAL ADVISORS LLC3+ years Service code 51 · EIN 30-0536163 605 THIRD AVENUE 36TH FLOOR · NEW YORK, NY 10158 | Investment Mgmt Fees | $160,000 |
CARR, RIGGS & INGRAM, LLC3+ years Filed as: CARR, RIGGS AND INGRAM LLC Service code 10 · EIN 72-1396621 3700 COLONNADE PARKWAY, STE. 300 · BIRMINGHAM, AL 35243 | Accounting | $123,234 |
FRIEDMAN & ANSPACH3+ years Service code 29 · EIN 13-3403675 1500 BROADWAY, SUITE 2303 · NEW YORK, NY 10036 | Legal | $114,599 |
SANDRA MCKEE3+ years Filed as: SANDRA MANTOOTH Service code 14 · EIN 63-0708442 1901 10TH AVE SOUTH, PO BOX 55728 · BIRMINGHAM, AL 35255 | Plan Administrator | $86,641 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 P.O. BOX 4142 CHURCH STREET STATION · NEW YORK, NY 10261 | Advisory (Plan) | $79,167 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 13.22% | 13.43%-0.2pp | 337.46%-324.2pp | 17.84%-4.6pp |
| Employer contribution / active EE | $2,447 | $21,964-88.9% | $20,191-87.9% | $14,688-83.3% |
| Participant deferral / active EE | $0 | $2-100.0% | $30-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,663-100.0% | - |