Filed December 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK N.A. Service code 21 · EIN 94-1347393 | Bank Trustee | $414,347 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $327,382 |
WESTFIELD CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0175963 | Investment Management | $35,205 |
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS Service code 28 · EIN 13-3451974 | Investment Management | $30,052 |
SEI INVESTMENTS2+ years Filed as: COOKE & BIELER Service code 28 · EIN 23-3082822 | Investment Management | $29,042 |
PKF O'CONNOR DAVIES, LLP2+ years Service code 10 · EIN 27-1728945 | Accounting | $23,900 |
THOMPSON, SIEGEL & WALMSLEY2+ years Filed as: THOMPSON, SIEGEL WALMSLEY Service code 28 · EIN 54-0854396 | Investment Management | $12,964 |
ARNOLD & PORTER2+ years Service code 29 · EIN 53-0208605 | Legal | $5,469 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,026,966-100.0% | $261,924-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 1.8%-1.8pp |
| Annual return | -8.58% | -0.13%-8.4pp | -2.99%-5.6pp | 0.19%-8.8pp |
| Employer contribution / active EE | $20,565 | $16,248+26.6% | $41,623-50.6% | $13,763+49.4% |
| Participant deferral / active EE | $0 | $82-100.0% | $35-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $38,841-100.0% | $426-100.0% |