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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS5+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $470,931 |
EDGAR LOMAX COMPANY5+ years Service code 28 · EIN 47-0657260 | Investment Management | $414,789 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY TRUST COMPANY INT Service code 51 · EIN 13-6122956 | Investment Mgmt Fees | $350,722 |
WESTFIELD CAPITAL MANAGEMENT5+ years Service code 28 · EIN 80-0175963 | Investment Management | $341,733 |
DELTA CAPITAL MANAGEMENT LLC5+ years Service code 51 · EIN 35-2250472 | Investment Mgmt Fees | $281,276 |
Service code 13 · EIN 54-1218271 | Contract Administrator | $190,107 |
TOWNE INSURANCE5+ years Service code 22 · EIN 31-1774380 | Insurance Broker | $122,110 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 16 · EIN 34-1542819 | Consulting | $111,155 |
CAMBIAR INVESTORS LLC5+ years Filed as: CAMBIAR Service code 51 · EIN 84-1596610 | Investment Mgmt Fees | $100,463 |
RENAISSANCE2 years Service code 28 · EIN 31-1448100 | Investment Management | $77,135 |
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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 | $247,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 8.48% | 12.86%-4.4pp | 7.87%+0.6pp | 12.86%-4.4pp |
| Employer contribution / active EE | $7,581 | $13,687-44.6% | $31,784-76.1% | $13,687-44.6% |
| Participant deferral / active EE | $0 | $833-100.0% | $241-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $240,514-100.0% | - |