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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 16 · EIN 34-1542819 | Consulting | $746,226 |
WESTFIELD CAPITAL MANAGEMENT7+ years Service code 28 · EIN 80-0175963 | Investment Management | $334,813 |
AB FUNDS7+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $333,024 |
DELTA CAPITAL MANAGEMENT LLC7+ years Service code 51 · EIN 35-2250472 | Investment Mgmt Fees | $322,175 |
EDGAR LOMAX COMPANY7+ years Service code 28 · EIN 47-0657260 | Investment Management | $299,930 |
FIDUCIARY INVESTMENT ADVISORS7+ years Filed as: FIDUCIARY TRUST COMPANY INT Service code 51 · EIN 13-6122956 | Investment Mgmt Fees | $267,740 |
Service code 13 · EIN 54-1218271 | Contract Administrator | $207,071 |
TOWNE INSURANCE7+ years Service code 22 · EIN 31-1774380 | Insurance Broker | $145,195 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $111,446 |
BLACKROCK2 years Filed as: BLACK ROCK Service code 28 · EIN 20-5319476 | Investment Management | $108,217 |
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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 | $2,456,633-100.0% | $748,470-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 21.7%-21.7pp | 1.5%-1.5pp |
| Annual return | -15.02% | 23.41%-38.4pp | 0.46%-15.5pp | 23.41%-38.4pp |
| Employer contribution / active EE | $9,685 | $12,650-23.4% | $35,480-72.7% | $12,650-23.4% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $231-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $29,938-100.0% | $14,884-100.0% |