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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO & COMPANY Service code 64 · EIN 94-1347393 | Recordkeeping Fees | $850,339 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $464,577 |
HARDING LOEVNER LP1+ years Service code 28 · EIN 27-0684167 | Investment Management | $430,387 |
SPRUCEGROVE INVESTMENT MGMT1+ years Service code 28 · EIN 98-0399967 | Investment Management | $427,018 |
Service code 28 · EIN 75-2403190 | Investment Management | $423,537 |
SHENKMAN CAPITAL MANAGEMENT1+ years Service code 28 · EIN 13-3280361 | Investment Management | $212,387 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $201,188 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $156,384 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 28 · EIN 04-0025081 | Investment Management | $150,960 |
REID & RIEGE, P.C.1+ years Filed as: REID & RIEGE Service code 29 · EIN 06-0867204 | Legal | $123,618 |
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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 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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -1.90% | -1.23%-0.7pp | -3.43%+1.5pp | 1.67%-3.6pp |
| Employer contribution / active EE | $2,220 | $11,541-80.8% | $25,607-91.3% | $10,506-78.9% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |