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| Provider | Service type | Compensation |
|---|---|---|
DREMAN VALUE MANAGEMENT, LLC4+ years Service code 28 · EIN 22-3499132 | Investment Management | $132,294 |
RBC GLOBAL ASSET MANAGEMENT4+ years Filed as: RBC GLOBAL MANAGEMENT, INC. Service code 28 · EIN 41-1460668 | Investment Management | $130,816 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 28 · EIN 95-3692822 | Investment Management | $125,577 |
FOUNDRY PARTNERS4+ years Service code 28 700 W SAINT CLAIR AVENUE · CLEVELAND, OH 44113 | Investment Management | $107,109 |
TIFFANY SOGGS4+ years Service code 30 · EIN 34-0553590 | Employee (plan) | $99,120 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $78,884 |
Filed as: MESIROW FINANCIAL Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $71,390 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $60,548 |
ANDCO CONSULTING2 years Service code 28 · EIN 59-3676225 | Investment Management | $54,000 |
ANCORA ADVISORS4+ years Filed as: ANCORA Service code 28 · EIN 30-0002222 | Investment Management | $47,094 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -4.40% | -1.12%-3.3pp | -2.18%-2.2pp | 0.19%-4.6pp |
| Employer contribution / active EE | $16,503 | $12,052+36.9% | $38,751-57.4% | $13,763+19.9% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |