| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $2,993,139 |
Service code 10 · EIN 91-1363171 | Accounting | $1,658,744 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN TEMPLETON INV. COUNSEL LLC Service code 28 · EIN 94-3385113 | Investment Management | $528,559 |
SUNTRUST BANKS, INC.6+ years Filed as: STERLING CAPITAL MGMT LLC Service code 28 · EIN 42-1658828 | Investment Management | $445,075 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $411,152 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $310,976 |
PACIFIC INV. MGMT CO. LLC6+ years Service code 28 · EIN 33-0629048 | Investment Management | $270,101 |
LOOMIS SAYLES6+ years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 20-8080381 | Investment Management | $269,179 |
Service code 28 · EIN 20-0292745 | Investment Management | $259,672 |
BOSTON TRUST WALDEN COMPANY6+ years Filed as: BOSTON TRUST & INV. MGMT. CO. Service code 19 · EIN 04-2273811 | Securities Custodian | $218,250 |
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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 11.75% | 6.00%+5.8pp | 8.01%+3.7pp | 5230.06%-5218.3pp |
| Employer contribution / active EE | $19,481 | $14,010+39.1% | $29,476-33.9% | $10,491+85.7% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |