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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO & COMPANY Service code 64 · EIN 94-1347393 | Recordkeeping Fees | $642,065 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $553,636 |
HARDING LOEVNER LP2+ years Service code 28 · EIN 27-0684167 | Investment Management | $547,181 |
SPRUCEGROVE INVESTMENT MGMT2+ years Service code 28 · EIN 98-0399967 | Investment Management | $420,102 |
Service code 28 · EIN 75-2403190 | Investment Management | $379,712 |
SHENKMAN CAPITAL MANAGEMENT2+ years Service code 28 · EIN 13-3280361 | Investment Management | $207,559 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $148,804 |
THE BANK OF NEW YORK MELLON2+ years Service code 99 · EIN 13-5160382 | Other Fees | $118,779 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 28 · EIN 04-0025081 | Investment Management | $110,270 |
REID & RIEGE, P.C.2+ years Filed as: REID & RIEGE Service code 29 · EIN 06-0867204 | Legal | $106,178 |
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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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 7.87% | 6.04%+1.8pp | 5.44%+2.4pp | 9.19%-1.3pp |
| Employer contribution / active EE | $2,735 | $12,925-78.8% | $25,481-89.3% | $12,608-78.3% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |