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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 45-3056700 | Investment Management | $401,080 |
WHITEBOX2 years Service code 28 · EIN 41-1957584 | Investment Management | $224,873 |
WEDGE CAPITAL MANAGEMENT6+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $209,287 |
ATLANTA CAPITAL MANAGEMENT6+ years Filed as: ATLANTA CAPITAL INVESTMENT MANAGERS Service code 28 · EIN 58-2236910 | Investment Management | $171,622 |
FORESTER DIVERSIFIED5 years Service code 28 TWO SOUND VIEW DRIVE · GREENWICH, CT 06830 | Investment Management | $161,460 |
MERCED PARTNERS2 years Service code 28 · EIN 41-1661636 | Investment Management | $134,929 |
GOLDMAN SACHS6+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973 | Investment Management | $111,547 |
Filed as: CAPE ANN GLOBAL Service code 28 · EIN 47-4778650 | Investment Management | $102,248 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $96,515 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $80,952 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 6.63% | 16.36%-9.7pp | 793.01%-786.4pp | 11.45%-4.8pp |
| Employer contribution / active EE | $38,112 | $15,595+144.4% | $27,004+41.1% | $17,219+121.3% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |