Filed December 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ROWLAND CARMICHAEL ADVISORS7+ years Filed as: ROWLAND CARMICHAEL ADVISORS, INC. Service code 27 · EIN 86-0568468 | Advisory (Plan) | $218,305 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $164,750 |
LATEEF MANAGEMENT ASSOCIATES7+ years Service code 27 · EIN 94-6330378 | Advisory (Plan) | $108,881 |
Service code 27 ONE INTERNATIONAL PLACE, SUITE 4430 · BOSTON, MA 02110 | Advisory (Plan) | $101,142 |
ANCHOR CAPITAL ADVISORS LLC7+ years Filed as: ANCHOR CAPITAL ADVISORS, INC. Service code 27 · EIN 20-4669888 | Advisory (Plan) | $71,281 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS Service code 27 · EIN 74-3257877 | Advisory (Plan) | $70,768 |
THE LONDON COMPANY1 year Filed as: LONDON COMPANY OF VIRGINIA Service code 27 · EIN 54-1703318 | Advisory (Plan) | $57,260 |
Filed as: MAYER HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 | Accounting | $24,380 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $369,410-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 0.7%-0.7pp |
| Annual return | 13.13% | 10.90%+2.2pp | 8.29%+4.8pp | 13.24%-0.1pp |
| Employer contribution / active EE | $11,004 | $14,619-24.7% | $40,774-73.0% | $14,616-24.7% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,495-100.0% | $4,137-100.0% |