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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC5+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 21 · EIN 22-3361201 | Bank Trustee | $241,337 |
SEYFARTH SHAW LLP5+ years Service code 31 · EIN 36-2152202 | Named fiduciary | $70,227 |
Filed as: BRANDYWINE ASSET MANAGEMENT Service code 21 · EIN 51-0294065 | Bank Trustee | $45,163 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $38,947 |
DAHAB ASSOCIATES5+ years Filed as: DAHAB ASSOCIATES, INC. Service code 21 · EIN 11-2783874 | Bank Trustee | $38,071 |
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 | Actuarial | $33,950 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT TRUST Service code 21 · EIN 04-2755549 | Bank Trustee | $19,491 |
Filed as: EPSTEIN, BECKER AND GREEN Service code 31 · EIN 13-3031033 | Named fiduciary | $19,289 |
WILMINGTON TRUST3 years Service code 21 · EIN 75-3182674 | Bank Trustee | $14,754 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $179,713-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 0.0%0pp |
| Annual return | 19.72% | 21.83%-2.1pp | 8.22%+11.5pp | 21.83%-2.1pp |
| Employer contribution / active EE | $1,255 | $12,237-89.7% | $46,636-97.3% | $12,237-89.7% |
| Participant deferral / active EE | $0 | $987-100.0% | $1,719-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,392-100.0% | $1,551,325-100.0% |