Filed December 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ROWLAND CARMICHAEL ADVISORS3+ years Filed as: ROWLAND CARMICHAEL ADVISORS, INC. Service code 27 · EIN 86-0568468 | Advisory (Plan) | $246,284 |
THE LONDON COMPANY3+ years Filed as: THE LONDON COMPANY OF VIRGINIA Service code 27 · EIN 54-1703318 | Advisory (Plan) | $76,630 |
LATEEF MANAGEMENT ASSOCIATES3+ years Service code 27 · EIN 94-6330378 | Advisory (Plan) | $75,314 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $68,608 |
ANCHOR CAPITAL ADVISORS LLC3+ years Filed as: ANCHOR CAPITAL ADVISORS, INC. Service code 27 · EIN 20-4669888 | Advisory (Plan) | $65,807 |
CAMBIAR INVESTORS LLC3+ years Service code 27 2401 E 2ND AVE #500 · DENVER, CO 80206 | Advisory (Plan) | $54,245 |
CHILTON CAPITAL MANAGEMENT LLC3+ years Service code 27 1177 WEST LOOP SOUTH, SUITE 1310 · HOUSTON, TX 77027 | Advisory (Plan) | $47,865 |
Filed as: CBIZ MHM LLC Service code 10 · EIN 43-1947695 | Accounting | $23,850 |
REAVES S3+ years Filed as: REAVES ASSET MANAGEMENT Service code 27 10 EXCHANGE PLACE, 18TH FLOOR · JERSEY CITY, NJ 07302 | Advisory (Plan) | $15,025 |
ICAPITAL, LLC2 years Filed as: ICAPITAL 2015 VINTAGE ACCESS FUND Service code 27 441 LEXINGTON AVENUE, 9TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $13,776 |
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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 | $0 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 9.82% | 12.17%-2.3pp | 12.88%-3.1pp | 17.84%-8.0pp |
| Employer contribution / active EE | $4,231 | $11,298-62.5% | $40,010-89.4% | $14,688-71.2% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |