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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $142,602 |
SEGALL BRYANT & HAMILL2+ years Service code 28 · EIN 41-1788385 | Investment Management | $47,523 |
ASTOR ASSET MANAGEMENT LLC2+ years Service code 28 · EIN 61-1724789 | Investment Management | $35,716 |
PVG ASSET MANAGEMENT2+ years Service code 28 · EIN 84-1060461 | Investment Management | $35,150 |
GOLDEN CAPITAL MANAGEMENT2+ years Filed as: GOLDEN CAPITAL Service code 28 · EIN 56-2210064 | Investment Management | $23,816 |
MCKINLEY CAPITAL MANAGEMENT LLC2+ years Filed as: MCKINLEY CAPITAL MANAGEMENT Service code 28 · EIN 92-0136349 | Investment Management | $22,452 |
RIDGEWORTH2+ years Filed as: KAYNE ANDERSON RUDNICK INV. MGMT. Service code 28 · EIN 95-4191764 | Investment Management | $13,842 |
BRANDES INVESTMENT PARTNERS2+ years Filed as: BRANDES INVESTMENT Service code 28 · EIN 33-0704072 | Investment Management | $10,252 |
WENTWORTH HAUSER & VIOLICH2+ years Service code 28 · EIN 91-1631301 | Investment Management | $426 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,729-100.0% | $18,392,177-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 12.6%-12.6pp |
| Annual return | 4.91% | 5.86%-1.0pp | 3.99%+0.9pp | 4.56%+0.3pp |
| Employer contribution / active EE | $58,140 | $18,820+208.9% | $38,279+51.9% | $15,526+274.5% |
| Participant deferral / active EE | $0 | $390-100.0% | $386-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $140,034-100.0% | $1,711-100.0% |