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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 95-3046237 | Investment Management | $441,870 |
EAGLE CAPITAL MANAGEMENT, LLC7+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $437,420 |
MADISON INVESTMENT ADVISORS2 years Filed as: MADISON INVESTMENT ADVISORS LLC Service code 28 · EIN 54-1815009 | Investment Management | $168,624 |
O'CONNOR DAVIES, LLP3 years Filed as: M. O'CONNOR Service code 30 · EIN 13-6817367 | Direct payment from the plan; Employe... | $164,605 |
COLLINS BUILDING SERVICES INC.7+ years Service code 49 · EIN 51-0312606 | Other Services | $163,554 |
AMERICAN REALTY ADVISORS3 years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $151,426 |
SCHULTHEIS & PANETTIERI, LLP7+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $139,993 |
STACEY BRAUN ASSOCIATES, INC.7+ years Filed as: STACEY BRAUN ASSOCIATES INC. Service code 28 · EIN 13-2889432 | Investment Management | $128,129 |
C. BAFFUTO7+ years Service code 30 · EIN 13-6817367 | Employee (plan); Direct payment from ... | $110,719 |
K. ANTONACCIO7+ years Service code 30 · EIN 13-6817367 | Employee (plan); Direct payment from ... | $96,204 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,819 | $80,412+174.6% | $109,191+102.2% | $101,555+117.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 75.9%+24.1pp | 74.5%+25.5pp |
| Annual return | 11.94% | 16.17%-4.2pp | 25.76%-13.8pp | 21.00%-9.1pp |
| Employer contribution / active EE | $10,834 | $3,731+190.4% | $3,723+191.0% | $2,972+264.5% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,874-100.0% |
| Admin fee / account holder | $359 | $135+166.0% | $6,756-94.7% | $139+157.3% |