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| Provider | Service type | Compensation |
|---|---|---|
NUVEEN1+ years Filed as: NWQ INVESTMENTS Service code 28 · EIN 47-0875103 2049 CENTURY PARK EAST 16TH FLOOR · LOS ANGELES, CA 90067 | Investment Management | $277,741 |
BENESYS, INC.1+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 1731 TECHNOLOGY DRIVE STE 570 · SAN JOSE, CA 95110 | Contract Administrator | $261,167 |
WHITESTAR ADVISORS, LLC1+ years Filed as: WHITESTAR ADVISORS Service code 28 · EIN 03-0496641 902 CLINT MOORE ROAD SUITE 220 · BOCA RATON, FL 33487 | Investment Management | $235,892 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 23-2384840 550 SOUTH WINCHESTER BLVD., STE 601 · SAN JOSE, CA 95128 | Investment Management | $235,576 |
RIDGEWORTH1+ years Filed as: MONTAG & CALDWELL Service code 28 · EIN 58-1022504 3455 PEACHTREE RD NE SUITE 1200 · ATLANTA, GA 30326 | Investment Management | $229,746 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE Service code 28 · EIN 23-3061021 | Investment Management | $195,689 |
FAYEZ SAROFIM & CO1+ years Filed as: FAYEZ SAROFIM Service code 28 · EIN 74-1312679 2 HOUSON CENTER SUITE 2907 · HOUSTON, TX 77010 | Investment Management | $166,375 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $114,608 |
KAUFMANN & GOBLE1+ years Service code 11 · EIN 94-2614826 160 WEST SANTA CLARA ST., STE 1550 · SAN JOSE, CA 95113 | Actuarial | $102,000 |
MATRIX TRUST COMPANY1+ years Service code 19 · EIN 75-3182674 2800 NORTH CENTRAL AVE SUITE 900 · PHOENIX, AZ 85004 | Securities Custodian | $99,291 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 0.40% | 1.36%-1.0pp | -1.61%+2.0pp | 1.67%-1.3pp |
| Employer contribution / active EE | $19,749 | $10,832+82.3% | $30,840-36.0% | $10,506+88.0% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |