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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 16 · EIN 34-1542819 | Consulting | $632,765 |
AB FUNDS4+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $385,990 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY TRUST COMPANY INT Service code 51 · EIN 13-6122956 | Investment Mgmt Fees | $375,321 |
EDGAR LOMAX COMPANY4+ years Service code 51 · EIN 47-0657260 | Investment Mgmt Fees | $361,914 |
WESTFIELD CAPITAL MANAGEMENT4+ years Service code 28 · EIN 80-0175963 | Investment Management | $348,547 |
DELTA CAPITAL MANAGEMENT LLC4+ years Service code 51 · EIN 35-2250472 | Investment Mgmt Fees | $304,633 |
Service code 13 · EIN 54-1218271 | Contract Administrator | $183,360 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $125,109 |
TOWNE INSURANCE4+ years Service code 22 · EIN 31-1774380 | Insurance Broker | $118,353 |
CAMBIAR INVESTORS LLC4+ years Filed as: CAMBIAR Service code 51 · EIN 84-1596610 | Investment Mgmt Fees | $81,484 |
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $161,646-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 0.0%0pp |
| Annual return | 3.77% | 21.83%-18.1pp | 12.93%-9.2pp | 21.83%-18.1pp |
| Employer contribution / active EE | $8,860 | $12,237-27.6% | $35,210-74.8% | $12,237-27.6% |
| Participant deferral / active EE | $0 | $987-100.0% | $458-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $4,659-100.0% | $1,551,325-100.0% |