| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $3,294,961 |
Service code 10 · EIN 91-1363171 | Accounting | $1,539,732 |
HAMILTON LANE ADVISORS, LLC5+ years Service code 28 · EIN 23-2962336 | Investment Management | $611,591 |
SUNTRUST BANKS, INC.5+ years Filed as: STERLING CAPITAL MGMT LLC Service code 28 · EIN 42-1658828 | Investment Management | $460,748 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLIN TEMPLETON INVESTMENT CO. Service code 28 · EIN 94-3385113 | Investment Management | $430,954 |
Service code 28 · EIN 20-0292745 | Investment Management | $381,966 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $337,146 |
BOSTON TRUST WALDEN COMPANY5+ years Filed as: BOSTON TRUST & INV. MGMT. CO. Service code 19 · EIN 04-2273811 | Securities Custodian | $330,470 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $321,976 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $261,878 |
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 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 15.40% | 10.84%+4.6pp | 10.56%+4.8pp | 1023.85%-1008.4pp |
| Employer contribution / active EE | $18,980 | $14,186+33.8% | $30,199-37.1% | $11,605+63.5% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |