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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS8+ years Filed as: THE BOSTON COMPANY ASSET MGMT, LLC Service code 12 · EIN 04-3404987 | Soft dollars commissions; Claims proc... | $392,954 |
EQUITY INVESTMENT CORPORATION8+ years Filed as: EQUITY INVESTMENT COMPANY Service code 28 3007 PIEDMONT ROAD · ATLANTA, GA 30304 | Investment Management | $380,383 |
ALTA CAPITAL MANAGEMENT8+ years Service code 28 · EIN 77-0650218 | Investment Management | $275,250 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $255,428 |
Filed as: AGINCOURT Service code 28 · EIN 54-1947440 | Investment Management | $148,556 |
THE SEGAL COMPANY8+ years Service code 16 · EIN 94-1503999 | Consulting | $128,206 |
US BANK8+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $97,898 |
SOUTHWEST SERVICE ADMINISTRATORS8+ years Service code 12 2550 W UNION HILLS DR 290 · PHOENIX, AZ 85210 | Claims processing; Plan Administrator | $58,521 |
SPENCER FANE LLP8+ years Service code 29 370 17TH STREET 4800 · DENVER, CO 80202 | Legal | $30,639 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $27,407 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $362,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 10.45% | 8.71%+1.7pp | 51.06%-40.6pp | 10.61%-0.2pp |
| Employer contribution / active EE | $12,006 | $15,368-21.9% | $33,707-64.4% | $15,605-23.1% |
| Participant deferral / active EE | $0 | $1,455-100.0% | $191-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | $354,836-100.0% | - |