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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 123 SOUTH BROAD STREET · PHILADELPHIA, PA 19109 | Investment Management | $105,890 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-4994650 | Investment Management | $92,273 |
Filed as: JANUS CAPITAL MANAGMENT Service code 28 · EIN 75-3019302 | Investment Management | $82,074 |
ASSET STRATEGY CONSULTANTS5+ years Filed as: ASSET CONSULTING GROUP Service code 27 · EIN 43-1512694 | Advisory (Plan) | $80,000 |
JAMA BARBOUR5+ years Service code 14 · EIN 42-6086687 | Plan Administrator | $74,478 |
Filed as: BARINGS FOCUSED FUND Service code 28 · EIN 98-0241935 | Investment Management | $72,149 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $71,429 |
FELHABER LARSON5+ years Filed as: FELHABER LARSON FENLON & VOGT Service code 29 · EIN 41-0991071 | Legal | $67,160 |
BASYS5+ years Filed as: BASYS, INC. Service code 15 · EIN 52-1796473 3700 KOPPERS STREET · BALTIMORE, MD 21227 | Recordkeeping | $61,476 |
INCOME RESEARCH & MANAGEMENT2 years Service code 28 · EIN 04-2955404 | Investment Management | $57,399 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 20.67% | 12.20%+8.5pp | 10.56%+10.1pp | 21.83%-1.2pp |
| Employer contribution / active EE | $14,151 | $12,801+10.5% | $30,199-53.1% | $12,237+15.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |