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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO & COMPANY Service code 64 · EIN 94-1347393 | Recordkeeping Fees | $933,809 |
NISA INVESTMENT ADVISORS, LLC6+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $580,520 |
LSV ASSET MANAGEMENT4 years Service code 28 · EIN 23-2772200 | Investment Management | $521,185 |
HARDING LOEVNER LP6+ years Service code 28 · EIN 27-0684167 | Investment Management | $510,042 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $419,844 |
Service code 28 · EIN 75-2403190 | Investment Management | $367,694 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $242,076 |
THE BANK OF NEW YORK MELLON6+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $196,406 |
REID & RIEGE, P.C.6+ years Filed as: REID & RIEGE Service code 29 · EIN 06-0867204 | Legal | $97,266 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 28 · EIN 04-0025081 | Investment Management | $80,242 |
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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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 14.17% | 24.77%-10.6pp | -2.84%+17.0pp | 12.86%+1.3pp |
| Employer contribution / active EE | $2,007 | $13,270-84.9% | $33,329-94.0% | $13,687-85.3% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |