| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $3,089,556 |
Service code 12 · EIN 91-1363171 | Contract Administrator; Claims proces... | $1,527,807 |
HAMILTON LANE ADVISORS, LLC4+ years Service code 28 · EIN 23-2962336 | Investment Management | $661,345 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLIN TEMPLETON INVESTMENT CO. Service code 28 · EIN 94-3385113 | Investment Management | $541,722 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $513,440 |
SUNTRUST BANKS, INC.4+ years Filed as: STERLING CAPITAL MGMT LLC Service code 28 · EIN 42-1658828 | Investment Management | $374,381 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $320,699 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $309,539 |
BOSTON TRUST WALDEN COMPANY4+ years Filed as: BOSTON TRUST & INV. MGMT. CO. Service code 19 · EIN 04-2273811 | Securities Custodian | $291,262 |
PACIFIC INV. MGMT CO. LLC4+ years Service code 28 · EIN 33-0629048 | Investment Management | $243,894 |
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 | $245,396-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -3.34% | 73.13%-76.5pp | -752.26%+748.9pp | 73.13%-76.5pp |
| Employer contribution / active EE | $17,760 | $8,421+110.9% | $31,802-44.2% | $8,421+110.9% |
| Participant deferral / active EE | $0 | $293-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | - |