Filed December 22, 2015
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| Provider | Service type | Compensation |
|---|---|---|
POLEN CAPITAL2 years Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 27 · EIN 26-0319356 | Advisory (Plan) | $7,086 |
CHARLES SCHWAB & CO., INC.3+ years Service code 51 · EIN 94-1737782 | Investment Mgmt Fees | $5,666 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVESTO Service code 27 · EIN 98-0202744 | Advisory (Plan) | $5,390 |
DELAWARE INVESTMENTS3+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 27 · EIN 23-3061021 | Advisory (Plan) | $5,314 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 13.88% | 11.14%+2.7pp | 16.78%-2.9pp | 10.41%+3.5pp |
| Employer contribution / active EE | $3,390 | $14,043-75.9% | $26,328-87.1% | $14,691-76.9% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |