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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR1+ years Service code 28 · EIN 47-2614791 | Investment Management | $241,292 |
LOGAN CIRCLE PARTNERS, LP1+ years Filed as: LOGAN CIRCLE Service code 28 · EIN 20-8262386 | Investment Management | $157,448 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $97,330 |
GOLDMAN SACHS1+ years Filed as: COPPER ROCK Service code 28 · EIN 75-3179897 | Investment Management | $89,189 |
Filed as: VOYA Service code 28 · EIN 02-0488491 | Investment Management | $85,588 |
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $56,187 |
SYNOVOUS TRUST COMPANY1+ years Service code 15 · EIN 57-0539952 | Recordkeeping | $35,511 |
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST Service code 21 · EIN 58-1575035 | Bank Trustee | $35,008 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET GLOBAL ADVISOR Service code 28 · EIN 04-1867445 | Investment Management | $13,511 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 575.97% | 34.64%+541.3pp | 20.73%+555.2pp | 21.83%+554.1pp |
| Employer contribution / active EE | $4,779 | $7,654-37.6% | $36,503-86.9% | $12,237-60.9% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |