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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7045783 | Investment Management | $364,047 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $227,656 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $203,559 |
NB ALTERNATIVE ADVISORS LLC1+ years Filed as: ALTERNATIVE INVESTMENT GROUPS, LLC Service code 28 | Investment Management | $141,610 |
GOLDMAN SACHS1+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973 | Investment Management | $136,504 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA CAPITAL INVESTMENT MANAGERS Service code 28 · EIN 58-2236910 | Investment Management | $135,314 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $101,975 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 · EIN 13-2700161 | Investment Management | $92,162 |
FOUNDATION RESOURCE MANAGEMENT1+ years Service code 28 · EIN 74-0714016 | Investment Management | $91,886 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CORNERSTONE INVESTMENT PARTNERS LLC Service code 28 · EIN 58-2620541 | Investment Management | $82,643 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $96,302-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.8%-0.8pp |
| Annual return | -4.86% | 2.41%-7.3pp | -2.90%-2.0pp | -0.60%-4.3pp |
| Employer contribution / active EE | $0 | $14,069-100.0% | $27,990-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $260-100.0% | $137-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $519-100.0% | $717-100.0% |