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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 45-3056700 | Investment Management | $421,749 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $311,751 |
WEDGE CAPITAL MANAGEMENT5+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $224,214 |
ATLANTA CAPITAL MANAGEMENT5+ years Filed as: ATLANTA CAPITAL INVESTMENT MANAGERS Service code 28 · EIN 58-2236910 | Investment Management | $183,138 |
NB ALTERNATIVE ADVISORS LLC5+ years Filed as: ALTERNATIVE INVESTMENT GROUPS, LLC Service code 28 | Investment Management | $151,520 |
FORESTER DIVERSIFIED4 years Service code 28 TWO SOUND VIEW DRIVE · GREENWICH, CT 06830 | Investment Management | $145,008 |
GOLDMAN SACHS5+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973 | Investment Management | $109,606 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $81,086 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CORNERSTONE INVESTMENT PARTNERS LLC Service code 28 · EIN 58-2620541 | Investment Management | $79,201 |
MERCED PARTNERS1 year Service code 28 · EIN 41-1661636 | Investment Management | $77,731 |
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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.
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 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 13.03% | 36.82%-23.8pp | 18.06%-5.0pp | 53.27%-40.2pp |
| Employer contribution / active EE | $38,421 | $13,338+188.0% | $30,411+26.3% | $14,774+160.1% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |