Filed December 28, 2016
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1 year Service code 11 · EIN 36-2235791 | Actuarial | $534,173 |
VULCAN VALUE PARTNERS2+ years Service code 28 · EIN 39-2051712 | Investment Management | $115,485 |
GARCIA HAMILTON & ASSOCIATES2+ years Service code 28 · EIN 76-0589652 | Investment Management | $59,248 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 72-0771257 | Bank Trustee | $28,715 |
Filed as: MONROE VOS CONSULTING GROUP, INC. Service code 27 · EIN 76-0451829 | Advisory (Plan) | $14,787 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $16,905-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 16.7%-16.7pp | 1.8%-1.8pp |
| Annual return | 5.33% | 7.18%-1.9pp | 2.70%+2.6pp | 7.18%-1.9pp |
| Employer contribution / active EE | $0 | $13,095-100.0% | $23,479-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $385-100.0% | $1,103-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $724-100.0% | $362-100.0% |