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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Service code 11 · EIN 06-1053228 | Actuarial | $79,847 |
WELLS FARGO BANK, N.A.2+ years Service code 25 · EIN 94-1347393 | Directed Trustee | $70,157 |
Service code 28 · EIN 13-3346990 | Investment Management | $48,421 |
Filed as: SHAPIRO CAPITAL MANAGEMENT Service code 28 · EIN 20-4196445 | Investment Management | $46,074 |
DIAMOND HILL2+ years Service code 28 · EIN 31-1019984 | Investment Management | $41,291 |
WESTFIELD CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0175963 | Investment Management | $36,818 |
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $32,864 |
BLUM SHAPIRO2+ years Filed as: BLUM SHAPIRO & COMPANY Service code 10 · EIN 06-1009205 | Accounting | $9,618 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 14.44% | 5.28%+9.2pp | 16.78%-2.3pp | 10.21%+4.2pp |
| Employer contribution / active EE | $412,500 | $35,590+1059.0% | $26,328+1466.8% | $42,272+875.8% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |