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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH2+ years Filed as: MONTAG & CALDWELL Service code 28 · EIN 58-1022504 3455 PEACHTREE RD NE SUITE 1200 · ATLANTA, GA 30326 | Investment Management | $317,826 |
BENESYS, INC.2+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 1731 TECHNOLOGY DRIVE STE 570 · SAN JOSE, CA 95110 | Contract Administrator | $268,909 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $246,917 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 23-2384840 550 SOUTH WINCHESTER BLVD., STE 601 · SAN JOSE, CA 95128 | Investment Management | $244,288 |
COLUMBIA2+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $240,869 |
WHITESTAR ADVISORS, LLC2+ years Filed as: WHITESTAR ADVISORS Service code 28 · EIN 03-0496641 902 CLINT MOORE ROAD SUITE 220 · BOCA RATON, FL 33487 | Investment Management | $234,035 |
NUVEEN2+ years Filed as: NWQ INVESTMENTS Service code 28 · EIN 47-0875103 2049 CENTURY PARK EAST 16TH FLOOR · LOS ANGELES, CA 90067 | Investment Management | $178,972 |
MATRIX TRUST COMPANY2+ years Service code 19 · EIN 75-3182674 2800 NORTH CENTRAL AVE SUITE 900 · PHOENIX, AZ 85004 | Securities Custodian | $108,056 |
KAUFMANN & GOBLE2+ years Service code 11 · EIN 94-2614826 160 WEST SANTA CLARA ST., STE 1550 · SAN JOSE, CA 95113 | Actuarial | $108,000 |
HEMMING MORSE2+ years Service code 10 · EIN 30-0702322 | Accounting | $63,068 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 5.14% | 3.63%+1.5pp | 4.16%+1.0pp | 9.19%-4.1pp |
| Employer contribution / active EE | $22,851 | $11,363+101.1% | $29,966-23.7% | $12,608+81.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |