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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 100 HERITAGE RESERVE · MENOMONEE FALLS, WI 53051 | Investment Management | $275,236 |
MUNDER CAPITAL MANAGEMENT2+ years Service code 28 480 PIERCE STREET · BIRMINGHAM, MI 48009 | Investment Management | $194,105 |
MARCO CONSULTING GROUP2+ years Service code 27 · EIN 36-3555078 550 WEST WASHINGTON STREET, SUITE 9 · CHICAGO, IL 60661 | Advisory (Plan) | $167,254 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH Service code 28 · EIN 01-0614895 2401 PGA BLVD, SUUITE 100 · PALM BEACH GARDENS, FL 33410 | Investment Management | $166,967 |
Filed as: PRUDENTIAL INSURANCE CO OF AMIERCA Service code 28 · EIN 22-1211670 | Investment Management | $161,252 |
FRANKLIN TEMPLETON2+ years Service code 28 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Investment Management | $153,159 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 51-6568908 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $150,417 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 101 N WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $136,332 |
SEGALL BRYANT & HAMILL2+ years Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 41-1788385 10 SOUTH WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Management | $108,353 |
UFCW LOCAL 6552+ years Service code 15 · EIN 43-0477135 300 WEIDMAN RD · BALLWIN, MO 63011 | Recordkeeping | $107,956 |
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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 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 6.70% | 7.64%-0.9pp | 4.74%+2.0pp | 10.64%-3.9pp |
| Employer contribution / active EE | $718 | $7,500-90.4% | $36,089-98.0% | $11,561-93.8% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |