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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $250,391 |
DANA INVESTMENT ADVISORS8 years Service code 28 · EIN 39-1512278 | Investment Management | $247,836 |
SYSTEMATIC FINANCIAL MANAGEMENT10+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT, LP Service code 28 · EIN 22-3367558 | Investment Management | $244,889 |
DELAWARE INVESTMENTS10+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $203,030 |
ALTA CAPITAL MANAGEMENT10+ years Service code 28 · EIN 77-0650218 | Investment Management | $181,062 |
LAZARD ASSET MANAGEMENT10+ years Service code 28 · EIN 05-0530199 | Investment Management | $151,148 |
BENESYS, INC.10+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $110,095 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $70,511 |
Service code 29 · EIN 91-1917286 | Legal | $60,140 |
DELAWARE INVESTMENTS10+ years Filed as: DELAWARE INTERNATIONAL Service code 28 · EIN 23-2859590 | Investment Management | $56,654 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.86% | 10.33%-0.5pp | 8.10%+1.8pp | 9.30%+0.6pp |
| Employer contribution / active EE | $5,787 | $14,972-61.3% | $28,649-79.8% | $12,551-53.9% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |