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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE AND PENSION ADMIN SVCS Service code 10 · EIN 91-1363171 | Accounting | $682,755 |
Service code 28 · EIN 91-1042342 | Investment Management | $364,724 |
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $262,595 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 61-1350302 | Investment Management | $226,111 |
THOMPSON, SIEGEL & WALMSLEY1+ years Filed as: THOMPSON SIEGEL & WALMSLEY, LLC Service code 28 · EIN 54-0854396 | Investment Management | $191,900 |
ANALYTIC INVESTORS, LLC1+ years Filed as: ANALYTIC INVESTORS Service code 28 · EIN 92-2665790 | Investment Management | $188,876 |
RIDGEWORTH1+ years Filed as: MONTAG & CALDWELL Service code 28 · EIN 26-3165863 | Investment Management | $171,987 |
WESTEND ADVISORS1+ years Filed as: WEST END ADVISORS LLC Service code 28 · EIN 20-1796773 | Investment Management | $167,288 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $152,837 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $107,883 |
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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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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 1.89% | 6.13%-4.2pp | 4.74%-2.8pp | 9.19%-7.3pp |
| Employer contribution / active EE | $13,299 | $10,206+30.3% | $36,089-63.1% | $12,608+5.5% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |