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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 16 · EIN 34-1542819 | Consulting | $622,801 |
AB FUNDS3+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $378,498 |
EDGAR LOMAX COMPANY3+ years Service code 51 · EIN 47-0657260 | Investment Mgmt Fees | $353,153 |
WESTFIELD CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0175963 | Investment Management | $330,433 |
DELTA CAPITAL MANAGEMENT LLC3+ years Service code 51 · EIN 35-2250472 | Investment Mgmt Fees | $305,346 |
Service code 13 · EIN 54-1218271 | Contract Administrator | $175,573 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $144,343 |
TOWNE INSURANCE3+ years Service code 22 · EIN 31-1774380 | Insurance Broker | $130,130 |
Filed as: RENAISSANCE INVESTMENT MANAGEMENT Service code 28 · EIN 31-1448100 | Investment Management | $89,485 |
VITECH SYSTEMS GROUP3+ years Filed as: VITECH Service code 16 · EIN 13-3785492 | Consulting | $52,601 |
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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 | $21,578,776-100.0% | $145,218-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 9.79% | -1.27%+11.1pp | -0.67%+10.5pp | 33.37%-23.6pp |
| Employer contribution / active EE | $13,453 | $12,021+11.9% | $31,731-57.6% | $11,253+19.6% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $473-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $28,383-100.0% | $99,113-100.0% |