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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS LLC Service code 16 · EIN 34-1542819 | Consulting | $705,584 |
AB FUNDS8+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $328,686 |
WESTFIELD CAPITAL MANAGEMENT8+ years Service code 28 · EIN 80-0175963 | Investment Management | $326,771 |
DELTA CAPITAL MANAGEMENT LLC8+ years Service code 51 · EIN 35-2250472 | Investment Mgmt Fees | $325,200 |
EDGAR LOMAX COMPANY8+ years Service code 28 · EIN 47-0657260 | Investment Management | $297,577 |
FIDUCIARY INVESTMENT ADVISORS8+ years Filed as: FIDUCIARY TRUST COMPANY INT Service code 51 · EIN 13-6122956 | Investment Mgmt Fees | $259,970 |
Service code 13 · EIN 54-1218271 | Contract Administrator | $215,700 |
TOWNE INSURANCE8+ years Service code 22 · EIN 31-1774380 | Insurance Broker | $136,226 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $113,144 |
BLACKROCK3 years Filed as: BLACK ROCK Service code 28 · EIN 20-5319476 | Investment Management | $93,760 |
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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 | $13,363-100.0% | $163,428-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 15.9%-15.9pp | 2.2%-2.2pp |
| Annual return | 8.41% | 9.11%-0.7pp | 9.36%-1.0pp | 9.11%-0.7pp |
| Employer contribution / active EE | $8,209 | $12,231-32.9% | $31,270-73.7% | $12,231-32.9% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $263-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $9,460-100.0% | $125-100.0% |