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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT5+ 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 | $163,539 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 16 · EIN 58-2432390 570 EAST YORK STREET · SAVANNAH, GA 31401 | Consulting | $125,000 |
ALGER5+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 360 PARK AVENUE SOUTH · NEW YORK, NY 10010 | Investment Management | $96,329 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-2619259 2727 PACES FERRY ROAD SE, BUILDING · ATLANTA, GA 303394053 | Actuarial | $80,291 |
WEDGE CAPITAL MANAGEMENT5+ years Service code 51 · EIN 56-1557450 301 SOUTH COLLEGE STREET 2920 · CHARLOTTE, NC 28202 | Investment Mgmt Fees | $65,848 |
THOMAS BEAL5+ years Filed as: THOMAS R. DANIEL Service code 30 · EIN 72-0502386 147 CARONDELET ST STE 300 · NEW ORLEANS, LA 70130 | Employee (plan) | $65,582 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES TRUST CO Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $58,163 |
ASB CAPITAL MANAGEMENT5+ years Service code 51 · EIN 80-0618452 7501 WISCONSIN AVE, STE 1500 WEST · BETHESDA, MD 20814 | Investment Mgmt Fees | $52,572 |
Filed as: CHEVY CHASE TRUST COMPANY Service code 51 · EIN 52-2037618 7501 WISCONSIN AVE, STE 1400 WEST · BETHESDA, MD 20814 | Investment Mgmt Fees | $52,572 |
Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 2540 SEVERN AVE, STE 400 · METAIRIE, LA 70002 | Legal | $40,227 |
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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% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | -0.08% | 15.15%-15.2pp | 10.57%-10.6pp | 11.45%-11.5pp |
| Employer contribution / active EE | $19,908 | $16,781+18.6% | $29,483-32.5% | $17,219+15.6% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |