Filed September 3, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $66,703 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT STRATEGIES, INC. Service code 27 · EIN 43-1708520 | Advisory (Plan) | $62,500 |
SILVERSTONE GROUP1+ years Service code 11 · EIN 47-0813106 | Actuarial | $42,224 |
WELLS FARGO BANK, N.A.1+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $39,523 |
UBS FINANCIAL SERVICES INC1+ years Filed as: TRUMBULL PROPERTY FUND UBS REALTY Service code 28 · EIN 61-1553760 | Investment Management | $37,557 |
CASTLEARK MANAGEMENT LLC1+ years Filed as: CASTLEARK MANAGEMENT, LLC Service code 28 · EIN 36-4269427 | Investment Management | $30,784 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 · EIN 38-3212521 | Investment Management | $22,268 |
Service code 28 · EIN 13-3200244 | Investment Management | $20,260 |
PINNACLE ASSOCIATES LTD1+ years Filed as: PINNACLE ASSOCIATES LTD. Service code 28 · EIN 13-3220717 | Investment Management | $17,150 |
PENN CAPITAL MANAGEMENT1+ years Filed as: PENN CAPTIAL MANAGEMENT CO., INC. Service code 28 · EIN 22-2796848 | Investment Management | $15,108 |
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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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -1.53% | -0.96%-0.6pp | -2.01%+0.5pp | -0.60%-0.9pp |
| Employer contribution / active EE | $2,965 | $6,828-56.6% | $34,453-91.4% | $12,272-75.8% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |