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| Provider | Service type | Compensation |
|---|---|---|
TDA INVESTMENT GROUP6+ years Filed as: TDA INVESTMENTS GROUP INC. Service code 28 · EIN 94-2799130 | Investment Management | $6,034,995 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 1417 W CAUSEWAY APPROACH · MANDEVILLE, LA 70471 | Investment Management | $1,237,664 |
PACIFIC SOUTHWEST ADMINISTRATORS6+ years Service code 12 · EIN 46-4942970 | Direct payment from the plan; Contrac... | $1,176,059 |
INTECH INVESTMENT MANAGEMENT LLC6+ years Service code 28 · EIN 01-0614895 | Investment Management | $943,810 |
CLTFSC, LLC2 years Service code 49 · EIN 95-4773932 | Other Services | $918,635 |
LOOMIS SAYLES6+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $901,158 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS ASSET MANAGEMENT INC. Service code 28 · EIN 36-3664388 | Investment Management | $681,828 |
STRATEGIC GLOBAL ADVISORS3 years Service code 28 100 BAYVIEW CIR STE 650 · NEWPORT BEACH, CA 92660 | Investment Management | $672,253 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP Service code 28 · EIN 95-6597294 | Investment Management | $542,415 |
Service code 28 3717 MOUNT DIABLO BLVD STE 210 · LAFAYETTE, CA 94549 | Investment Management | $472,750 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 10.48% | 13.80%-3.3pp | 8.01%+2.5pp | 13.80%-3.3pp |
| Employer contribution / active EE | $9,782 | $10,386-5.8% | $29,476-66.8% | $10,386-5.8% |
| Participant deferral / active EE | $0 | $448-100.0% | $735-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |