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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC8+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 21 · EIN 22-3361201 | Bank Trustee | $216,765 |
Filed as: BRANDYWINE ASSET MANAGEMENT Service code 21 · EIN 51-0294065 | Bank Trustee | $44,483 |
DAHAB ASSOCIATES8+ years Filed as: DAHAB ASSOCIATES, INC. Service code 21 · EIN 11-2783874 | Bank Trustee | $38,985 |
SENTINEL PENSION ADVISORS8+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 | Actuarial | $37,855 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $36,715 |
EPSTEIN BECKER & GREEN PC4 years Filed as: EPSTEIN, BECKER AND GREEN Service code 29 · EIN 13-3031033 | Legal | $30,171 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON MANAGEMENT TRUST Service code 21 · EIN 04-2755549 | Bank Trustee | $19,679 |
WILMINGTON TRUST6 years Service code 21 · EIN 75-3182674 | Bank Trustee | $14,386 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $2,456,633-100.0% | $447,195-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 25.8%-25.8pp | 1.5%-1.5pp |
| Annual return | -20.79% | 23.41%-44.2pp | -11.06%-9.7pp | 23.41%-44.2pp |
| Employer contribution / active EE | $1,324 | $12,650-89.5% | $55,362-97.6% | $12,650-89.5% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $26-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $3,572-100.0% | $14,884-100.0% |