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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 28 · EIN 95-3692822 | Investment Management | $149,044 |
RBC GLOBAL ASSET MANAGEMENT6+ years Filed as: RBC GLOBAL MANAGEMENT, INC. Service code 28 · EIN 41-1460668 | Investment Management | $118,459 |
FOUNDRY PARTNERS6+ years Service code 28 700 W SAINT CLAIR AVENUE · CLEVELAND, OH 44113 | Investment Management | $98,349 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $79,724 |
DREMAN VALUE MANAGEMENT, LLC6+ years Service code 28 · EIN 22-3499132 | Investment Management | $69,516 |
Filed as: MESIROW FINANCIAL Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $66,175 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $65,000 |
TIFFANY SOGGS6+ years Service code 30 · EIN 34-0553590 | Employee (plan) | $55,011 |
ANDCO CONSULTING4 years Service code 28 · EIN 59-3676225 | Investment Management | $54,000 |
ANCORA ADVISORS6+ years Filed as: ANCORA Service code 28 · EIN 30-0002222 | Investment Management | $46,284 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 10.91% | 9.58%+1.3pp | 9.52%+1.4pp | 11.45%-0.5pp |
| Employer contribution / active EE | $15,763 | $21,155-25.5% | $41,951-62.4% | $17,219-8.5% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |