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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 45-3056700 | Investment Management | $358,444 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $215,183 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $203,313 |
FORESTER DIVERSIFIED1 year Service code 28 TWO SOUND VIEW DRIVE · GREENWICH, CT 06830 | Investment Management | $163,100 |
NB ALTERNATIVE ADVISORS LLC2+ years Filed as: ALTERNATIVE INVESTMENT GROUPS, LLC Service code 28 | Investment Management | $135,525 |
ATLANTA CAPITAL MANAGEMENT2+ years Filed as: ATLANTA CAPITAL INVESTMENT MANAGERS Service code 21 · EIN 58-2236910 | Bank Trustee | $130,745 |
GOLDMAN SACHS2+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973 | Investment Management | $122,214 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $98,424 |
Filed as: BRANDYWINE GLOBAL INVESTMENT Service code 28 · EIN 51-0401809 | Investment Management | $70,796 |
FOUNDATION RESOURCE MANAGEMENT2+ years Service code 28 · EIN 74-0714016 | Investment Management | $65,134 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | 6.60% | 7.17%-0.6pp | 7.98%-1.4pp | 7.18%-0.6pp |
| Employer contribution / active EE | $16,413 | $13,444+22.1% | $23,724-30.8% | $13,095+25.3% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |