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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 28 · EIN 95-3692822 | Investment Management | $133,033 |
RBC GLOBAL ASSET MANAGEMENT5+ years Filed as: RBC GLOBAL MANAGEMENT, INC. Service code 28 · EIN 41-1460668 | Investment Management | $129,499 |
FOUNDRY PARTNERS5+ years Service code 28 700 W SAINT CLAIR AVENUE · CLEVELAND, OH 44113 | Investment Management | $114,785 |
DREMAN VALUE MANAGEMENT, LLC5+ years Service code 28 · EIN 22-3499132 | Investment Management | $98,093 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $78,979 |
Filed as: MESIROW FINANCIAL Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $70,638 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $70,417 |
ANDCO CONSULTING3 years Service code 28 · EIN 59-3676225 | Investment Management | $54,000 |
TIFFANY SOGGS5+ years Service code 30 · EIN 34-0553590 | Employee (plan) | $51,802 |
ANCORA ADVISORS5+ years Filed as: ANCORA Service code 28 · EIN 30-0002222 | Investment Management | $47,412 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 19.09% | 33.70%-14.6pp | 14.64%+4.4pp | 53.27%-34.2pp |
| Employer contribution / active EE | $16,707 | $14,473+15.4% | $41,831-60.1% | $14,774+13.1% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |