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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 100 HERITAGE RESERVE · MENOMONEE FALLS, WI 53051 | Investment Management | $294,073 |
UFCW LOCAL 6551+ years Service code 15 · EIN 43-0477135 300 WEIDMAN RD · BALLWIN, MO 63011 | Recordkeeping | $284,004 |
FRANKLIN TEMPLETON1+ years Service code 28 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Investment Management | $258,633 |
MUNDER CAPITAL MANAGEMENT1+ years Service code 28 480 PIERCE STREET · BIRMINGHAM, MI 48009 | Investment Management | $211,251 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 51-6568908 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $190,296 |
MARCO CONSULTING GROUP1+ years Service code 27 · EIN 36-3555078 550 WEST WASHINGTON STREET, SUITE 9 · CHICAGO, IL 60661 | Advisory (Plan) | $174,123 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH Service code 28 · EIN 01-0614895 2401 PGA BLVD, SUUITE 100 · PALM BEACH GARDENS, FL 33410 | Investment Management | $168,967 |
Filed as: PRUDENTIAL INSURANCE CO OF AMIERCA Service code 28 · EIN 22-1211670 | Investment Management | $163,562 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 101 N WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $124,109 |
SEGALL BRYANT & HAMILL1+ years Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 41-1788385 10 SOUTH WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Management | $113,638 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $846,462-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 9.2%-9.2pp |
| Annual return | 1.32% | 3.03%-1.7pp | -0.81%+2.1pp | -0.08%+1.4pp |
| Employer contribution / active EE | $809 | $7,443-89.1% | $38,425-97.9% | $7,991-89.9% |
| Participant deferral / active EE | $0 | $0 | $315-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $15,697-100.0% | $275-100.0% |