| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: VISTA EQUITY PARTNERS Service code 28 4 EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Management | $354,481 |
AMERICAN FUNDS4+ years Filed as: CRESCENT CAPITAL GROUP, LP Service code 28 11100 SANTA MONICA BLVD, STE 2000 · LOS ANGELES, CA 90025 | Investment Management | $312,562 |
WILSON-MCSHANE CORPORATION4+ years Service code 10 · EIN 41-0956552 | Accounting | $290,000 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & CO., LP Service code 28 · EIN 04-3200030 | Investment Management | $263,659 |
FOUNDRY PARTNERS4+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $236,171 |
Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $229,242 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $225,078 |
Filed as: BNY MELLON INVSTMNT MGMT CAYMAN LTD Service code 28 | Investment Management | $193,985 |
SANDERSON ASSET MANAGEMENT4+ years Filed as: SANDERSON ASSET MGMT, LLP Service code 28 | Investment Management | $191,336 |
BERRY & CO., CPA'S LTD4+ years Filed as: BERRY & CO., CPA'S, LTD Service code 10 · EIN 88-0400174 | Accounting | $188,867 |
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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -3.20% | 2.02%-5.2pp | -752.26%+749.1pp | 33.37%-36.6pp |
| Employer contribution / active EE | $26,267 | $12,422+111.5% | $31,802-17.4% | $11,253+133.4% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |