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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 16 · EIN 34-1542819 | Consulting | $774,909 |
FIDUCIARY INVESTMENT ADVISORS6+ years Filed as: FIDUCIARY TRUST COMPANY INT Service code 51 · EIN 13-6122956 | Investment Mgmt Fees | $418,677 |
WESTFIELD CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0175963 | Investment Management | $400,637 |
AB FUNDS6+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $396,793 |
EDGAR LOMAX COMPANY6+ years Service code 28 · EIN 47-0657260 | Investment Management | $340,084 |
DELTA CAPITAL MANAGEMENT LLC6+ years Service code 51 · EIN 35-2250472 | Investment Mgmt Fees | $315,842 |
Service code 13 · EIN 54-1218271 | Contract Administrator | $201,178 |
TOWNE INSURANCE6+ years Service code 22 · EIN 31-1774380 | Insurance Broker | $131,029 |
BLACKROCK1 year Filed as: BLACK ROCK Service code 28 · EIN 20-5319476 | Investment Management | $110,861 |
CAMBIAR INVESTORS LLC6+ years Filed as: CAMBIAR Service code 51 · EIN 84-1596610 | Investment Mgmt Fees | $94,059 |
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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 | $444,552-100.0% | $151,098-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 16.3%-16.3pp | 3.7%-3.7pp |
| Annual return | 18.24% | 15.63%+2.6pp | 11.31%+6.9pp | 15.63%+2.6pp |
| Employer contribution / active EE | $8,486 | $11,476-26.1% | $35,729-76.3% | $11,476-26.1% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $237-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $20,124-100.0% | $429-100.0% |