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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE AND PENSION ADMIN SVCS Service code 10 · EIN 91-1363171 | Accounting | $684,219 |
Service code 28 · EIN 91-1042342 | Investment Management | $426,302 |
CAMBIAR INVESTORS LLC3+ years Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $359,435 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $269,844 |
THOMPSON, SIEGEL & WALMSLEY3+ years Filed as: THOMPSON SIEGEL & WALMSLEY, LLC Service code 28 · EIN 54-0854396 | Investment Management | $220,708 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $214,811 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT INC Service code 28 · EIN 95-3692822 | Investment Management | $146,663 |
APEX CAPITAL MANAGEMENT3+ years Service code 28 · EIN 13-2726734 | Investment Management | $132,253 |
GREAT LAKES ADVISORS, LLC2 years Service code 28 · EIN 80-0292839 | Investment Management | $119,624 |
VERUS2 years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $118,000 |
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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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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 6.17% | -0.94%+7.1pp | -2.18%+8.3pp | 33.37%-27.2pp |
| Employer contribution / active EE | $13,670 | $12,464+9.7% | $38,751-64.7% | $11,253+21.5% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |