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| Provider | Service type | Compensation |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT9+ years Filed as: RBC GLOBAL MANAGEMENT, INC. Service code 28 · EIN 41-1460668 | Investment Management | $122,161 |
DREMAN VALUE MANAGEMENT, LLC9+ years Service code 28 · EIN 22-3499132 | Investment Management | $110,542 |
FOUNDRY PARTNERS9+ years Service code 28 700 W SAINT CLAIR AVENUE · CLEVELAND, OH 44113 | Investment Management | $109,769 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO Service code 28 · EIN 95-3692822 | Investment Management | $104,262 |
ULLICO1 year Service code 28 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $73,507 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $72,516 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $71,963 |
Filed as: MESIROW FINANCIAL Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $67,998 |
TIFFANY MILLER2 years Filed as: TIFFANY CLARKE Service code 30 · EIN 34-0553590 | Employee (plan) | $62,164 |
ANDCO CONSULTING7 years Service code 28 · EIN 59-3676225 | Investment Management | $54,000 |
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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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 10.78% | 11.26%-0.5pp | 12.68%-1.9pp | 37.74%-27.0pp |
| Employer contribution / active EE | $17,434 | $10,658+63.6% | $41,595-58.1% | $15,788+10.4% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |