Filed December 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ROWLAND CARMICHAEL ADVISORS1+ years Filed as: ROWLAND CARMICHAEL ADVISORS, INC. Service code 27 · EIN 86-0568468 | Advisory (Plan) | $275,076 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $102,809 |
LATEEF MANAGEMENT ASSOCIATES1+ years Service code 27 · EIN 94-6330378 | Advisory (Plan) | $93,939 |
THE LONDON COMPANY1+ years Filed as: THE LONDON COMPANY OF VIRGINIA Service code 27 · EIN 54-1703318 | Advisory (Plan) | $76,650 |
ANCHOR CAPITAL ADVISORS LLC1+ years Filed as: ANCHOR CAPITAL ADVISORS, INC. Service code 27 · EIN 20-4669888 | Advisory (Plan) | $57,645 |
WENTWORTH HAUSER & VIOLICH1+ years Filed as: WENTWORTH, HAUSER & VIOLICH Service code 27 · EIN 91-1631301 | Advisory (Plan) | $41,668 |
CHILTON CAPITAL MANAGEMENT LLC1+ years Service code 27 1177 WEST LOOP SOUTH, SUITE 1310 · HOUSTON, TX 77027 | Advisory (Plan) | $41,421 |
REAVES S1+ years Filed as: REAVES ASSET MANAGEMENT Service code 27 10 EXCHANGE PLACE, 18TH FLOOR · JERSEY CITY, NJ 07302 | Advisory (Plan) | $31,279 |
CAMBIAR INVESTORS LLC1+ years Service code 27 2401 E 2ND AVE #500 · DENVER, CO 80206 | Advisory (Plan) | $31,169 |
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Employer contribution per participant 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 | $0 | $14,096,330-100.0% | $313,292-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -0.73% | 1.67%-2.4pp | -2.79%+2.1pp | 1.67%-2.4pp |
| Employer contribution / active EE | $2,974 | $10,506-71.7% | $39,327-92.4% | $10,506-71.7% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $351-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $15,115-100.0% | $66,276-100.0% |