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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 45-3056700 | Investment Management | $431,462 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $295,314 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $206,834 |
ATLANTA CAPITAL MANAGEMENT4+ years Filed as: ATLANTA CAPITAL INVESTMENT MANAGERS Service code 28 · EIN 58-2236910 | Investment Management | $171,947 |
NB ALTERNATIVE ADVISORS LLC4+ years Filed as: ALTERNATIVE INVESTMENT GROUPS, LLC Service code 28 | Investment Management | $159,384 |
FORESTER DIVERSIFIED3 years Service code 28 TWO SOUND VIEW DRIVE · GREENWICH, CT 06830 | Investment Management | $136,302 |
GOLDMAN SACHS4+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973 | Investment Management | $128,985 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $97,530 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CORNERSTONE INVESTMENT PARTNERS LLC Service code 28 · EIN 58-2620541 | Investment Management | $84,292 |
Filed as: BRANDYWINE GLOBAL INVESTMENT Service code 28 · EIN 51-0401809 | Investment Management | $60,664 |
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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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -6.41% | -3.49%-2.9pp | 4.36%-10.8pp | 0.19%-6.6pp |
| Employer contribution / active EE | $32,595 | $17,891+82.2% | $27,383+19.0% | $13,763+136.8% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |