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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT7+ 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 | $193,709 |
INVESTMENT PERFORMANCE SERVICES7+ years Service code 16 · EIN 58-2432390 570 EAST YORK STREET · SAVANNAH, GA 31401 | Consulting | $125,000 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 10 · EIN 13-2988846 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Accounting | $92,530 |
ALGER7+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 51 · EIN 13-2510833 360 PARK AVENUE SOUTH · NEW YORK, NY 10010 | Investment Mgmt Fees | $82,109 |
THOMAS BEAL7+ years Filed as: THOMAS R. DANIEL Service code 30 · EIN 72-0502386 721 RICHARD STREET, SUITE B · NEW ORLEANS, LA 70130 | Employee (plan) | $74,991 |
WEDGE CAPITAL MANAGEMENT7+ years Service code 51 · EIN 56-1557450 301 SOUTH COLLEGE STREET 2920 · CHARLOTTE, NC 28202 | Investment Mgmt Fees | $66,388 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES TRUST CO Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $50,443 |
ALICE C. BAPTISTE7+ years Service code 30 · EIN 72-0502386 721 RICHARD STREET, SUITE B · NEW ORLEANS, LA 70130 | Employee (plan) | $43,043 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 51 · EIN 04-2895544 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Mgmt Fees | $35,978 |
SEGALL BRYANT & HAMILL3 years Service code 51 · EIN 35-2679129 540 W MADISON STREET, SUITE 1900 · CHICAGO, IL 60661 | Investment Mgmt Fees | $33,887 |
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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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -12.02% | -4.95%-7.1pp | 22.50%-34.5pp | 2.77%-14.8pp |
| Employer contribution / active EE | $18,487 | $15,740+17.4% | $33,849-45.4% | $15,262+21.1% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |