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| Provider | Service type | Compensation |
|---|---|---|
DELAWARE INVESTMENTS9+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $236,279 |
DANA INVESTMENT ADVISORS7 years Service code 28 · EIN 39-1512278 | Investment Management | $234,559 |
ALTA CAPITAL MANAGEMENT9+ years Service code 28 · EIN 77-0650218 | Investment Management | $226,415 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $219,434 |
SYSTEMATIC FINANCIAL MANAGEMENT9+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT, LP Service code 28 · EIN 22-3367558 | Investment Management | $205,867 |
BENESYS, INC.9+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $107,912 |
LAZARD ASSET MANAGEMENT9+ years Service code 28 · EIN 05-0530199 | Investment Management | $88,142 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $70,533 |
DELAWARE INVESTMENTS9+ years Filed as: DELAWARE INTERNATIONAL Service code 28 · EIN 23-2859590 | Investment Management | $49,303 |
Service code 29 · EIN 91-1917286 | Legal | $44,323 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 16.52% | 7.95%+8.6pp | 20.18%-3.7pp | 9.11%+7.4pp |
| Employer contribution / active EE | $5,146 | $14,684-65.0% | $29,108-82.3% | $12,231-57.9% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |