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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS LLC Service code 16 · EIN 34-1542819 | Consulting | $759,164 |
DELTA CAPITAL MANAGEMENT LLC9+ years Service code 51 · EIN 35-2250472 | Investment Mgmt Fees | $361,234 |
WESTFIELD CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0175963 | Investment Management | $359,434 |
AB FUNDS9+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $358,087 |
EDGAR LOMAX COMPANY9+ years Service code 28 · EIN 47-0657260 | Investment Management | $332,615 |
FIDUCIARY INVESTMENT ADVISORS9+ years Filed as: FIDUCIARY TRUST COMPANY INT Service code 51 · EIN 13-6122956 | Investment Mgmt Fees | $281,966 |
Service code 13 · EIN 54-1218271 | Contract Administrator | $222,624 |
TOWNE INSURANCE9+ years Service code 22 · EIN 31-1774380 | Insurance Broker | $137,292 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $112,549 |
BLACKROCK4 years Filed as: BLACK ROCK Service code 28 · EIN 20-5319476 | Investment Management | $96,963 |
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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 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 18.29% | 9.30%+9.0pp | 8.34%+10.0pp | 9.30%+9.0pp |
| Employer contribution / active EE | $8,837 | $12,551-29.6% | $30,790-71.3% | $12,551-29.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $252-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |