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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK NA Service code 18 · EIN 41-6257133 | Custodial (other than securities) | $513,773 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $383,423 |
EDGAR LOMAX COMPANY1+ years Service code 51 · EIN 47-0657260 | Investment Mgmt Fees | $303,758 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY TRUST COMPANY INT Service code 28 · EIN 13-6122956 | Investment Management | $266,840 |
DELTA CAPITAL MANAGEMENT LLC1+ years Service code 51 · EIN 35-2250472 | Investment Mgmt Fees | $262,130 |
WESTFIELD CAPITAL MANAGEMENT1+ years Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $213,770 |
Service code 13 · EIN 54-1218271 | Contract Administrator | $184,651 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $62,366 |
VITECH SYSTEMS GROUP1+ years Filed as: VITECH Service code 16 · EIN 13-3785492 | Consulting | $59,604 |
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR Service code 51 · EIN 84-1596610 | Investment Mgmt Fees | $44,503 |
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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 | $381,942,733-100.0% | $115,939-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 10.55% | 5.69%+4.9pp | 3.97%+6.6pp | 9.19%+1.4pp |
| Employer contribution / active EE | $14,874 | $14,808+0.4% | $28,168-47.2% | $12,608+18.0% |
| Participant deferral / active EE | $0 | $2,219-100.0% | $274-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,837-100.0% | $2,655,710-100.0% |