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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7 years Filed as: FID MGMT TRUST CO Service code 21 · EIN 04-2723880 | Bank Trustee | $2,504,418 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,701,824 |
EATON VANCE9 years Service code 28 · EIN 04-3101341 | Investment Management | $1,473,949 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $1,412,905 |
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,394,066 |
BAILLIE GIFFORD OVERSEAS LTD7 years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $1,027,093 |
WILLIAM BLAIR7 years Filed as: WILLIAM BLAIR & CO Service code 28 · EIN 36-2214610 | Investment Management | $901,200 |
Filed as: CARDINAL CAPITAL MGMT, LLC Service code 28 · EIN 06-1422705 | Investment Management | $630,847 |
ROCATON INVESTMENT ADVISORS, LLC10+ years Filed as: ROCATON Service code 16 · EIN 04-3638035 | Consulting | $371,539 |
WELLS FARGO BANK, N.A.8 years Filed as: GALLIARD CAPITAL MANAGEMENT, INC Service code 28 · EIN 41-1813702 | Investment Management | $239,714 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,027 | $152,104+53.2% | $184,203+26.5% | $106,382+119.0% |
| Participation rate | 97.0% | 85.9%+11.1pp | 86.8%+10.2pp | 69.9%+27.1pp |
| Annual return | 11.52% | 20.70%-9.2pp | 28.81%-17.3pp | 17.37%-5.9pp |
| Employer contribution / active EE | $4,269 | $5,326-19.8% | $6,427-33.6% | $3,364+26.9% |
| Participant deferral / active EE | $12,437 | $8,559+45.3% | $9,131+36.2% | $5,569+123.3% |
| Admin fee / account holder | $256 | $103+149.8% | $13,901-98.2% | $79+223.5% |