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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC GLOBAL ASSET MANAGEMENT US, INC Service code 51 · EIN 41-1460668 50 SOUTH SIXTH STREET, SUITE 2350 · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $181,786 |
ALGER1+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 360 PARK AVENUE SOUTH · NEW YORK, NY 10010 | Investment Management | $123,056 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 16 · EIN 58-2432390 7402 HODGSON MEMORIAL DRIVE STE 100 · SAVANNAH, GA 31406 | Consulting | $118,750 |
ASB CAPITAL MANAGEMENT1+ years Service code 51 · EIN 80-0618452 7501 WISCONSIN AVE, STE 1400 WEST · BETHESDA, MD 20814 | Investment Mgmt Fees | $117,047 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 51 · EIN 56-1557450 301 SOUTH COLLEGE STREET 2920 · CHARLOTTE, NC 28202 | Investment Mgmt Fees | $94,009 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPMANY (EASTERN STATES) Service code 11 · EIN 13-2619259 333 WEST 34TH STREET, 2ND FLOOR · NEW YORK, NY 10001 | Actuarial | $84,875 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST CO Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $64,293 |
THOMAS BEAL1+ years Filed as: THOMAS R. DANIEL Service code 30 · EIN 72-0502386 147 CARONDELET ST STE 300 · NEW ORLEANS, LA 70130 | Employee (plan) | $60,890 |
EARNEST PARTNERS, LLC1+ years Service code 51 · EIN 58-2386669 1180 PEACHTREE STREET, SUITE 2300 · ATLANTA, GA 30309 | Investment Mgmt Fees | $50,726 |
ROTHSCHILD ASSET MANAGEMENT1+ years Service code 28 · EIN 13-2544634 1251 AVENUES OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $46,556 |
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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 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | -1.18% | 4.38%-5.6pp | 4.72%-5.9pp | 7.18%-8.4pp |
| Employer contribution / active EE | $21,766 | $13,406+62.4% | $30,821-29.4% | $13,095+66.2% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |