Filed December 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ROWLAND CARMICHAEL ADVISORS4+ years Filed as: ROWLAND CARMICHAEL ADVISORS, INC. Service code 27 · EIN 86-0568468 | Advisory (Plan) | $255,758 |
LATEEF MANAGEMENT ASSOCIATES4+ years Service code 27 · EIN 94-6330378 | Advisory (Plan) | $101,211 |
ANCHOR CAPITAL ADVISORS LLC4+ years Filed as: ANCHOR CAPITAL ADVISORS, INC. Service code 27 · EIN 20-4669888 | Advisory (Plan) | $67,843 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $60,040 |
CAMBIAR INVESTORS LLC4+ years Service code 27 200 COLUMBINE ST #800 · DENVER, CO 80206 | Advisory (Plan) | $50,251 |
CHILTON CAPITAL MANAGEMENT LLC4+ years Service code 27 1177 WEST LOOP SOUTH, SUITE 1750 · HOUSTON, TX 77027 | Advisory (Plan) | $40,706 |
ICAPITAL, LLC3 years Filed as: ICAPITAL 2015 VINTAGE ACCESS FUND Service code 27 441 LEXINGTON AVENUE, 9TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $37,308 |
Filed as: CBIZ MHM LLC Service code 10 · EIN 43-1947695 | Accounting | $27,900 |
THE LONDON COMPANY4+ years Filed as: THE LONDON COMPANY OF VIRGINIA Service code 27 · EIN 54-1703318 | Advisory (Plan) | $20,301 |
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Annual investment return 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 | $21,578,776-100.0% | $336,864-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | -13.62% | -2.85%-10.8pp | -3.29%-10.3pp | 33.37%-47.0pp |
| Employer contribution / active EE | $5,126 | $7,024-27.0% | $36,762-86.1% | $11,253-54.4% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $6,121-100.0% | $99,113-100.0% |