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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 21 · EIN 41-6257133 | Bank Trustee | $254,718 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS INSTITUTIONAL ADVISORS, INC Service code 51 · EIN 04-3247425 | Investment Mgmt Fees | $140,693 |
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $103,016 |
BEAUMONT3+ years Service code 51 · EIN 04-3481223 | Investment Mgmt Fees | $75,312 |
CAMBIAR INVESTORS LLC3+ years Filed as: CAMBIAR Service code 51 · EIN 84-1596610 | Investment Mgmt Fees | $70,916 |
Filed as: MCDONNELL INVESTMENT MANAGEMENT,LLC Service code 51 · EIN 46-1057753 | Investment Mgmt Fees | $63,146 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE ASSET MANAGEMENT, INC. Service code 28 · EIN 59-2385219 | Investment Management | $55,434 |
PAYDEN & RYGEL3+ years Service code 28 · EIN 95-3927188 | Investment Management | $50,834 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $49,626 |
RENAISSANCE2 years Service code 51 · EIN 31-1448100 | Investment Mgmt Fees | $45,553 |
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Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 12.52% | 26.60%-14.1pp | 10.16%+2.4pp | 17.84%-5.3pp |
| Employer contribution / active EE | $8,805 | $7,232+21.8% | $33,192-73.5% | $14,688-40.1% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |