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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $229,377 |
DANA INVESTMENT ADVISORS1+ years Filed as: DANA INVESTMENT ADVISORS, INC. Service code 28 · EIN 39-1512278 | Investment Management | $199,734 |
ALTA CAPITAL MANAGEMENT1+ years Service code 28 · EIN 87-0542783 | Investment Management | $186,209 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $136,749 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT, LP Service code 28 · EIN 22-3367558 | Investment Management | $134,486 |
BENESYS, INC.1+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $83,640 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $80,581 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE INTERNATIONAL Service code 28 · EIN 23-2859590 | Investment Management | $72,987 |
Filed as: SONG MONDRESS, PLLC Service code 29 · EIN 91-1917286 | Legal | $48,955 |
SSA P.C.1+ years Filed as: SSA, P.C. Service code 10 · EIN 84-0676265 | Accounting | $32,211 |
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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.
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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -2.48% | 1.36%-3.8pp | -1.61%-0.9pp | 1.67%-4.2pp |
| Employer contribution / active EE | $6,055 | $10,832-44.1% | $30,840-80.4% | $10,506-42.4% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |