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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $315,786 |
ALTA CAPITAL MANAGEMENT6+ years Service code 28 · EIN 77-0650218 | Investment Management | $197,038 |
DANA INVESTMENT ADVISORS4 years Service code 28 · EIN 39-1512278 | Investment Management | $195,737 |
DELAWARE INVESTMENTS6+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $139,788 |
SYSTEMATIC FINANCIAL MANAGEMENT6+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT, LP Service code 28 · EIN 22-3367558 | Investment Management | $130,080 |
BENESYS, INC.6+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $95,964 |
DELAWARE INVESTMENTS6+ years Filed as: DELAWARE INTERNATIONAL Service code 28 · EIN 23-2859590 | Investment Management | $89,636 |
LAZARD ASSET MANAGEMENT6+ years Service code 28 · EIN 05-0530199 | Investment Management | $85,766 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $73,934 |
Service code 29 · EIN 91-1917286 | Legal | $50,246 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 10.08% | 6.41%+3.7pp | 8.01%+2.1pp | 11.45%-1.4pp |
| Employer contribution / active EE | $4,947 | $11,592-57.3% | $29,475-83.2% | $17,219-71.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |