Filed December 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ROWLAND CARMICHAEL ADVISORS2+ years Filed as: ROWLAND CARMICHAEL ADVISORS, INC. Service code 27 · EIN 86-0568468 | Advisory (Plan) | $267,907 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $170,167 |
LATEEF MANAGEMENT ASSOCIATES2+ years Service code 27 · EIN 94-6330378 | Advisory (Plan) | $95,176 |
THE LONDON COMPANY2+ years Filed as: THE LONDON COMPANY OF VIRGINIA Service code 27 · EIN 54-1703318 | Advisory (Plan) | $71,737 |
ANCHOR CAPITAL ADVISORS LLC2+ years Filed as: ANCHOR CAPITAL ADVISORS, INC. Service code 27 · EIN 20-4669888 | Advisory (Plan) | $59,470 |
CAMBIAR INVESTORS LLC2+ years Service code 27 2401 E 2ND AVE #500 · DENVER, CO 80206 | Advisory (Plan) | $52,822 |
CHILTON CAPITAL MANAGEMENT LLC2+ years Service code 27 1177 WEST LOOP SOUTH, SUITE 1310 · HOUSTON, TX 77027 | Advisory (Plan) | $46,947 |
REAVES S2+ years Filed as: REAVES ASSET MANAGEMENT Service code 27 10 EXCHANGE PLACE, 18TH FLOOR · JERSEY CITY, NJ 07302 | Advisory (Plan) | $33,110 |
Filed as: CBIZ MHM LLC Service code 10 · EIN 43-1947695 | Accounting | $18,375 |
ICAPITAL, LLC1 year Filed as: ICAPITAL 2015 VINTAGE ACCESS FUND Service code 27 441 LEXINGTON AVENUE, 9TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $6,486 |
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Employer contribution per participant 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 | $381,942,733-100.0% | $322,681-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 5.82% | 5.96%-0.1pp | 4.07%+1.8pp | 9.19%-3.4pp |
| Employer contribution / active EE | $643 | $13,653-95.3% | $36,235-98.2% | $12,608-94.9% |
| Participant deferral / active EE | $0 | $0 | $215-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $7,128-100.0% | $2,655,710-100.0% |