| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $3,008,632 |
Service code 12 · EIN 91-1363171 | Claims processing; Contract Administr... | $1,435,015 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,082,955 |
HAMILTON LANE ADVISORS, LLC3+ years Service code 28 · EIN 23-2962336 | Investment Management | $754,858 |
SUNTRUST BANKS, INC.3+ years Filed as: STERLING CAPITAL MGMT LLC Service code 28 · EIN 42-1658828 | Investment Management | $660,379 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $379,989 |
PACIFIC INV. MGMT CO. LLC3+ years Service code 28 · EIN 33-0629048 | Investment Management | $305,018 |
BOSTON TRUST WALDEN COMPANY3+ years Filed as: BOSTON TRUST & INV. MGMT. CO. Service code 19 · EIN 04-2273811 | Securities Custodian | $266,502 |
Service code 28 · EIN 20-0292745 | Investment Management | $214,455 |
Filed as: RAINIER INVESTMENT MGMT LLC Service code 28 · EIN 46-4242069 | Investment Management | $211,142 |
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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 6.93% | 16.32%-9.4pp | 8.32%-1.4pp | 16.32%-9.4pp |
| Employer contribution / active EE | $17,142 | $12,766+34.3% | $30,793-44.3% | $12,766+34.3% |
| Participant deferral / active EE | $0 | $800-100.0% | $90-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |