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| Provider | Service type | Compensation |
|---|---|---|
TDA INVESTMENT GROUP7+ years Filed as: TDA INVESTMENTS GROUP INC. Service code 28 · EIN 94-2799130 | Investment Management | $5,716,524 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 1417 W CAUSEWAY APPROACH · MANDEVILLE, LA 70471 | Investment Management | $2,060,344 |
CLTFSC, LLC3 years Service code 49 · EIN 95-4773932 | Other Services | $1,292,848 |
PACIFIC SOUTHWEST ADMINISTRATORS7+ years Service code 12 · EIN 46-4942970 | Claims processing; Contract Administr... | $1,240,304 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Service code 28 · EIN 01-0614895 | Investment Management | $1,093,933 |
LOOMIS SAYLES7+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $990,438 |
STRATEGIC GLOBAL ADVISORS4 years Service code 28 100 BAYVIEW CIR STE 650 · NEWPORT BEACH, CA 92660 | Investment Management | $911,628 |
Service code 28 777 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Investment Management | $875,629 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $840,774 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS ASSET MANAGEMENT INC. Service code 28 · EIN 36-3664388 | Investment Management | $839,572 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 13.59% | 13.51%+0.1pp | 11.08%+2.5pp | 13.51%+0.1pp |
| Employer contribution / active EE | $9,991 | $8,170+22.3% | $28,418-64.8% | $8,170+22.3% |
| Participant deferral / active EE | $0 | $488-100.0% | $86-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |