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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $181,059 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1163419 | Investment Management | $146,370 |
THOMPSON, SIEGEL & WALMSLEY1+ years Filed as: THOMPSON, SIEGEL & WALMSLEY LLC Service code 28 · EIN 54-0854396 | Investment Management | $121,878 |
ANALYTIC INVESTORS, LLC1+ years Filed as: ANALYTIC INVESTORS Service code 28 · EIN 95-2665790 | Investment Management | $115,972 |
WESTEND ADVISORS1+ years Filed as: WEST END ADVISORS, LLC Service code 28 · EIN 20-1796773 | Investment Management | $99,880 |
Filed as: WELFARE AND PENSION ADMINISTRATION Service code 13 · EIN 91-0864745 | Contract Administrator | $95,784 |
RIDGEWORTH1+ years Filed as: MONTAG & CALDWELL Service code 28 · EIN 26-3165863 | Investment Management | $93,691 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 19 · EIN 94-1671384 | Securities Custodian | $87,892 |
CAMBIAR INVESTORS LLC1+ years Service code 28 · EIN 84-1596610 | Investment Management | $82,912 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $69,431 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,354-100.0% | $133,975-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.1%-87.1pp | 71.1%-71.1pp |
| Annual return | 5.93% | 13.11%-7.2pp | 29.29%-23.4pp | 48.65%-42.7pp |
| Employer contribution / active EE | $10,069 | $3,503+187.4% | $5,211+93.2% | $2,182+361.5% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |