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| Provider | Service type | Compensation |
|---|---|---|
DREMAN VALUE MANAGEMENT, LLC3+ years Service code 28 · EIN 22-3499132 | Investment Management | $133,792 |
RBC GLOBAL ASSET MANAGEMENT3+ years Filed as: RBC GLOBAL MANAGEMENT, INC. Service code 28 · EIN 41-1460668 | Investment Management | $120,905 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 28 · EIN 95-3692822 | Investment Management | $111,199 |
FOUNDRY PARTNERS3+ years Service code 28 700 W SAINT CLAIR AVENUE · CLEVELAND, OH 44113 | Investment Management | $106,936 |
TIFFANY SOGGS3+ years Service code 30 · EIN 34-0553590 | Employee (plan) | $96,461 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $84,829 |
Filed as: MESIROW FINANCIAL Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $68,227 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $65,000 |
ANDCO CONSULTING1 year Service code 28 · EIN 59-3676225 | Investment Management | $54,000 |
ANCORA ADVISORS3+ years Filed as: ANCORA Service code 28 · EIN 30-0002222 | Investment Management | $49,315 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 13.64% | 13.03%+0.6pp | 10.36%+3.3pp | 23.90%-10.3pp |
| Employer contribution / active EE | $15,251 | $15,779-3.3% | $37,738-59.6% | $16,539-7.8% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |