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| Provider | Service type | Compensation |
|---|---|---|
TDA INVESTMENT GROUP8+ years Filed as: TDA INVESTMENTS GROUP INC. Service code 28 · EIN 94-2799130 | Investment Management | $7,295,083 |
KIRCHNER MANAGEMENT SERVICES2 years Filed as: KIRCHNER MANAGMENT SERVICES Service code 28 7643 GATE PKWY STE 104-1105 · JACKSONVILLE, FL 32256 | Investment Management | $1,388,284 |
PACIFIC SOUTHWEST ADMINISTRATORS8+ years Service code 12 · EIN 46-4942970 | Claims processing; Copying and duplic... | $1,271,904 |
CLTFSC, LLC4 years Service code 49 · EIN 95-4773932 | Other Services | $1,230,246 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 1417 W CAUSEWAY APPROACH · MANDEVILLE, LA 70471 | Investment Management | $1,183,242 |
SCHULTE ROTH & ZABEL LLP2 years Service code 29 919 3RD AVE · NEY YORK, NY 10022 | Legal | $1,155,952 |
NATIONAL INVESTMENT SERVICES2 years Service code 28 777 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Investment Management | $894,009 |
INTECH INVESTMENT MANAGEMENT LLC8+ years Service code 28 · EIN 01-0614895 | Investment Management | $787,689 |
US BANK8+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $758,512 |
LOOMIS SAYLES8+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $714,348 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -11.94% | -5.36%-6.6pp | -5.85%-6.1pp | 7.68%-19.6pp |
| Employer contribution / active EE | $10,478 | $12,163-13.9% | $31,839-67.1% | $9,142+14.6% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |