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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 28 · EIN 95-3692822 | Investment Management | $141,761 |
DREMAN VALUE MANAGEMENT, LLC1+ years Service code 28 · EIN 22-3499132 | Investment Management | $140,200 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC GLOBAL MANAGEMENT, INC. Service code 28 · EIN 41-1460668 | Investment Management | $100,712 |
Filed as: MESIROW FINANCIAL Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $97,849 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $87,357 |
SHEILA NIMMER1+ years Filed as: SHEILA FERTAL Service code 30 · EIN 34-0553590 | Employee (plan) | $86,624 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $80,424 |
THE BOGDAHN GROUP1+ years Service code 28 · EIN 59-3676225 | Investment Management | $53,500 |
ANCORA ADVISORS1+ years Filed as: ANCORA Service code 28 · EIN 30-0002222 | Investment Management | $52,290 |
C.S. MCKEE, L.P.1+ years Filed as: C.S.MCKEE L.P. Service code 28 · EIN 25-1900687 | Investment Management | $43,728 |
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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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 0.38% | 0.06%+0.3pp | -0.81%+1.2pp | -0.60%+1.0pp |
| Employer contribution / active EE | $13,691 | $14,206-3.6% | $38,425-64.4% | $12,272+11.6% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |