| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 17 · EIN 13-3954297 | Pension Consulting | $4,791,845 |
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $1,198,624 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $1,067,307 |
WELLS FARGO BANK, N.A.1+ years Service code 28 TRUST OPERATIONS · MINNEAPOLIS, MN 554855159 | Investment Management | $973,396 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 13-3180631 | Investment Management | $950,193 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 | Investment Management | $729,139 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $705,082 |
Service code 28 · EIN 75-2403190 | Investment Management | $702,701 |
FINANCIAL ENGINES1+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $531,232 |
WELLS FARGO BANK, N.A.1+ years Filed as: GALLIARD CAPITAL MANAGEMENT CORP. Service code 28 · EIN 41-1813702 | Investment Management | $448,624 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,088 | $36,004+136.3% | $64,101+32.7% | $69,651+22.2% |
| Participation rate | 50.4% | 47.3%+3.1pp | 68.2%-17.8pp | 66.6%-16.2pp |
| Annual return | 0.85% | 4.26%-3.4pp | 791.27%-790.4pp | 53.77%-52.9pp |
| Employer contribution / active EE | $1,594 | $617+158.5% | $1,820-12.4% | $2,241-28.9% |
| Participant deferral / active EE | $2,672 | $1,166+129.1% | $2,822-5.3% | $3,635-26.5% |
| Admin fee / account holder | $176 | $49+259.4% | $4,499-96.1% | $63+178.2% |