| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $8,591,453 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS, LLC Service code 17 · EIN 13-3954297 | Pension Consulting | $6,187,194 |
COLUMBIA2+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 13-3180631 | Investment Management | $962,807 |
WELLS FARGO BANK, N.A.2+ years Service code 28 TRUST OPERATIONS · MINNEAPOLIS, MN 554855159 | Investment Management | $953,090 |
XEROX CORPORATION2+ years Filed as: XEROX HR SOLUTIONS LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $935,321 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $758,543 |
COLUMBUS CIRCLE INVESTORS2+ years Service code 28 · EIN 06-1404803 | Investment Management | $752,984 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $718,644 |
Service code 28 · EIN 75-2403190 | Investment Management | $709,172 |
WELLS FARGO BANK, N.A.2+ years Filed as: GALLIARD CAPITAL MANAGEMENT CORP. Service code 28 · EIN 41-1813702 | Investment Management | $509,597 |
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 | $86,410 | $38,963+121.8% | $71,793+20.4% | $329,111-73.7% |
| Participation rate | 53.0% | 53.8%-0.7pp | 69.1%-16.1pp | 67.9%-14.8pp |
| Annual return | 11.01% | 9.85%+1.2pp | 78.04%-67.0pp | 16.35%-5.3pp |
| Employer contribution / active EE | $1,655 | $758+118.3% | $1,924-14.0% | $2,303-28.1% |
| Participant deferral / active EE | $2,737 | $1,286+112.8% | $2,794-2.1% | $3,682-25.7% |
| Admin fee / account holder | $195 | $50+286.7% | $4,815-95.9% | $754-74.1% |