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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 45-3056700 | Investment Management | $380,965 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $285,513 |
ATLANTA CAPITAL MANAGEMENT7+ years Filed as: ATLANTA CAPITAL INVESTMENT MANAGERS Service code 28 · EIN 58-2236910 | Investment Management | $276,732 |
WEDGE CAPITAL MANAGEMENT7+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $255,176 |
FORESTER DIVERSIFIED6 years Service code 28 TWO SOUND VIEW DRIVE · GREENWICH, CT 06830 | Investment Management | $204,495 |
MERCED PARTNERS3 years Service code 28 · EIN 41-1661636 | Investment Management | $166,653 |
GOLDMAN SACHS7+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973 | Investment Management | $123,299 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: CORNERSTONE INVESTMENT PARTNERS LLC Service code 28 · EIN 58-2620541 | Investment Management | $117,492 |
Filed as: CAPE ANN GLOBAL Service code 28 · EIN 47-4778650 | Investment Management | $105,590 |
Filed as: BANK OF AMERICA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $56,121 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 8.91% | 11.91%-3.0pp | 36.37%-27.5pp | 13.24%-4.3pp |
| Employer contribution / active EE | $40,501 | $16,637+143.4% | $37,223+8.8% | $14,616+177.1% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |