Filed December 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK N.A. Service code 21 · EIN 94-1347393 | Bank Trustee | $306,417 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $290,700 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 28 · EIN 26-4310632 | Investment Management | $238,227 |
WESTFIELD CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0175963 | Investment Management | $125,582 |
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS Service code 28 · EIN 13-3451974 | Investment Management | $118,975 |
SEI INVESTMENTS1+ years Filed as: COOKE & BIELER Service code 28 · EIN 23-3082822 | Investment Management | $113,567 |
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR INVESTORS Service code 28 · EIN 84-1596610 | Investment Management | $92,515 |
THOMPSON, SIEGEL & WALMSLEY1+ years Filed as: THOMPSON, SIEGEL WALMSLEY Service code 28 · EIN 54-0854396 | Investment Management | $61,111 |
INVESCO1+ years Filed as: INVESCO ADVISERS Service code 28 · EIN 98-0557567 | Investment Management | $59,217 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 | Investment Management | $51,259 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,723,788-100.0% | $256,121-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 1.9%-1.9pp |
| Annual return | 14.14% | 11.30%+2.8pp | 9.60%+4.5pp | 23.90%-9.8pp |
| Employer contribution / active EE | $13,573 | $21,004-35.4% | $45,595-70.2% | $16,539-17.9% |
| Participant deferral / active EE | $0 | $79-100.0% | $255-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,523-100.0% | $18,975-100.0% |