Filed December 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $42,815 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $23,000 |
Service code 18 · EIN 31-1582098 | Custodial (other than securities); Di... | $6,500 |
ANCHOR CAPITAL ADVISORS LLC6+ years Filed as: ANCHOR CAPITAL ADVISORS, INC. Service code 27 · EIN 20-4669888 | Advisory (Plan) | $725 |
LATEEF MANAGEMENT ASSOCIATES6+ years Service code 27 · EIN 94-6330378 | Advisory (Plan) | $725 |
ROWLAND CARMICHAEL ADVISORS6+ years Filed as: ROWLAND CARMICHAEL ADVISORS, INC. Service code 27 · EIN 86-0568468 | Advisory (Plan) | $725 |
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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 | $2,822,362-100.0% | $319,634-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.6%-0.6pp |
| Annual return | 10.73% | 8.57%+2.2pp | 175.18%-164.5pp | 11.45%-0.7pp |
| Employer contribution / active EE | $8,219 | $13,016-36.9% | $38,590-78.7% | $17,219-52.3% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,298-100.0% | $15,480-100.0% |