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| Provider | Service type | Compensation |
|---|---|---|
DREMAN VALUE MANAGEMENT, LLC2+ years Service code 28 · EIN 22-3499132 | Investment Management | $124,817 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 28 · EIN 95-3692822 | Investment Management | $98,318 |
RBC GLOBAL ASSET MANAGEMENT2+ years Filed as: RBC GLOBAL MANAGEMENT, INC. Service code 28 · EIN 41-1460668 | Investment Management | $97,569 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $91,993 |
TIFFANY SOGGS2+ years Service code 30 · EIN 34-0553590 | Employee (plan) | $88,339 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $86,120 |
THE BOGDAHN GROUP2+ years Service code 28 · EIN 59-3676225 | Investment Management | $54,000 |
Filed as: MESIROW FINANCIAL Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $53,363 |
ANCORA ADVISORS2+ years Filed as: ANCORA Service code 28 · EIN 30-0002222 | Investment Management | $51,641 |
FOUNDRY PARTNERS2+ years Service code 28 700 W SAINT CLAIR AVENUE · CLEVELAND, OH 44113 | Investment Management | $47,315 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 7.98% | 5.13%+2.8pp | 4.74%+3.2pp | 7.18%+0.8pp |
| Employer contribution / active EE | $14,532 | $14,689-1.1% | $36,089-59.7% | $13,095+11.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |