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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $128,659 |
ASTOR ASSET MANAGEMENT LLC3+ years Service code 28 · EIN 61-1724789 | Investment Management | $80,778 |
SEGALL BRYANT & HAMILL3+ years Service code 28 · EIN 41-1788385 | Investment Management | $79,788 |
PVG ASSET MANAGEMENT1 year Filed as: PVG ASSET MANAGEMENT CORP. Service code 28 · EIN 84-1060461 | Investment Management | $36,110 |
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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 | $46,757-100.0% | $256,121-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 11.3%-11.3pp |
| Annual return | 5.78% | 10.65%-4.9pp | 9.60%-3.8pp | 10.41%-4.6pp |
| Employer contribution / active EE | $16,905 | $22,524-24.9% | $45,595-62.9% | $14,691+15.1% |
| Participant deferral / active EE | $0 | $398-100.0% | $255-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $9,523-100.0% | $2,646-100.0% |