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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $745,630 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $629,316 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $342,433 |
WELLS FARGO BANK, N.A.1+ years Filed as: GALLIARD Service code 28 · EIN 41-1813702 | Investment Management | $293,743 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: EPOCH Service code 28 · EIN 20-1003862 | Investment Management | $233,042 |
Service code 28 · EIN 13-3200244 | Investment Management | $200,369 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $167,464 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $135,930 |
Filed as: FIDELITY TRUST COMPANY Service code 28 · EIN 04-2647786 | Investment Management | $127,281 |
COLUMBUS CIRCLE INVESTORS1+ years Filed as: COLUMBUS CIRCLE Service code 28 · EIN 06-1404803 | Investment Management | $115,207 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,169 | $65,877-34.5% | $115,038-62.5% | $69,651-38.0% |
| Participation rate | 88.0% | 58.1%+29.8pp | 81.4%+6.6pp | 66.6%+21.4pp |
| Annual return | -0.77% | 6.03%-6.8pp | 26.14%-26.9pp | 53.77%-54.5pp |
| Employer contribution / active EE | $1,514 | $1,712-11.6% | $4,608-67.1% | $2,241-32.4% |
| Participant deferral / active EE | $1,695 | $4,216-59.8% | $6,026-71.9% | $3,635-53.4% |
| Admin fee / account holder | $230 | $77+197.7% | $8,175-97.2% | $63+263.9% |