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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 49 · EIN 52-1796473 3700 KOPPERS STREET, SUITE 400 · BALTIMORE, MD 21227 | Other Services | $76,310 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICE, L.L Service code 16 · EIN 58-2432390 411 S STATE STREET, SUITE 301 · NEWTOWN, PA 18940 | Consulting | $75,073 |
ATLANTA CAPITAL MANAGEMENT10+ years Filed as: ATLANTA CAPITAL MANAGEMENT COMPANY Service code 68 · EIN 58-2236910 1075 PEACHTREE STREET NE, STE 2100 · ATLANTA, GA 30309 | Securities brokerage commissions and ... | $53,608 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (WESTERN STATES), Service code 11 · EIN 94-1503999 66 HUDSON BLVD E 20TH FLOOR · NEW YORK, NY 100012192 | Actuarial | $50,292 |
ROBEIN, URANN, SPENCER, PICARD & CA10+ years Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 2540 SEVERN AVE. STE 400 · METAIRIE, LA 70002 | Legal | $49,590 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORS LL Service code 28 · EIN 13-3257590 300 ATLANTIC STREET, SUITE 601 · STAMFORD, CT 06901 | Investment Management | $35,761 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 1205 WESTLAKES DRIVE, SUITE 100 · BERWYN, PA 19312 | Investment Management | $33,831 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT COM Service code 28 · EIN 34-1922005 1301 EAST 9TH STREET, SUITE 2900 · CLEVELAND, OH 44114 | Investment Management | $33,083 |
Filed as: WCM INTERNATIONAL SMALL CAP GROWTH Service code 52 · EIN 82-2733202 281 BROOKS ST. · LAGUNA BEACH, CA 92651 | Indirect Investment Fees | $32,110 |
DUPLANTIER HRAPMANN HOGAN & MAHER L10+ years Filed as: DUPLANTIER, HRAPMMAN, HOGAN & MAHER Service code 10 · EIN 72-0567396 3510 N CAUSEWAY BLVD, STE 500 · METAIRIE, LA 70002 | Accounting | $30,650 |
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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 | $0 | $396,305-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.0%-14.0pp | 0.0%0pp |
| Annual return | 7.14% | 10.52%-3.4pp | 96.17%-89.0pp | 10.52%-3.4pp |
| Employer contribution / active EE | $15,528 | $15,140+2.6% | $25,602-39.3% | $15,140+2.6% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $292-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $3,725-100.0% | - |