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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 19 · EIN 34-1542819 | Securities Custodian | $127,562 |
RIDGEWORTH2+ years Filed as: MONTAG & CALDWELL Service code 27 · EIN 26-3165863 | Advisory (Plan) | $117,204 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN Service code 27 · EIN 13-2889432 | Advisory (Plan) | $91,796 |
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1835864 | Actuarial | $60,100 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART PARTNERS Service code 27 · EIN 39-1711628 | Advisory (Plan) | $50,999 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 51 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 44114 | Investment Mgmt Fees | $47,657 |
CAMBIAR INVESTORS LLC1 year Service code 27 · EIN 84-1596610 | Advisory (Plan) | $34,949 |
Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 16 · EIN 11-2558102 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Consulting | $26,888 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 13-4212610 | Legal | $24,912 |
MSPC1 year Filed as: MSPC CERTIFIED PUBLIC ACCTS AND ADV Service code 10 · EIN 22-2951202 | Accounting | $12,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 8.91% | 11.78%-2.9pp | 8.32%+0.6pp | 23.90%-15.0pp |
| Employer contribution / active EE | $9,602 | $11,309-15.1% | $30,793-68.8% | $16,539-41.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |