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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH3+ years Filed as: MONTAG & CALDWELL Service code 28 · EIN 58-1022504 3455 PEACHTREE RD NE SUITE 1200 · ATLANTA, GA 30326 | Investment Management | $423,555 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $306,672 |
COLUMBIA3+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $299,612 |
BENESYS, INC.3+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 1731 TECHNOLOGY DRIVE STE 570 · SAN JOSE, CA 95110 | Contract Administrator | $268,995 |
NUVEEN3+ years Filed as: NWQ INVESTMENTS Service code 28 · EIN 47-0875103 2049 CENTURY PARK EAST 16TH FLOOR · LOS ANGELES, CA 90067 | Investment Management | $209,801 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 23-2384840 550 SOUTH WINCHESTER BLVD., STE 601 · SAN JOSE, CA 95128 | Investment Management | $208,827 |
WHITESTAR ADVISORS, LLC3+ years Filed as: WHITESTAR ADVISORS Service code 28 · EIN 03-0496641 902 CLINT MOORE ROAD SUITE 220 · BOCA RATON, FL 33487 | Investment Management | $191,219 |
MATRIX TRUST COMPANY3+ years Service code 19 · EIN 75-3182674 2800 NORTH CENTRAL AVE SUITE 900 · PHOENIX, AZ 85004 | Securities Custodian | $175,975 |
KAUFMANN & GOBLE3+ years Service code 11 · EIN 94-2614826 160 WEST SANTA CLARA ST., STE 1550 · SAN JOSE, CA 95113 | Actuarial | $112,500 |
HEMMING MORSE3+ years Service code 10 · EIN 30-0702322 | Accounting | $73,573 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 11.78% | 12.33%-0.5pp | 8.32%+3.5pp | 17.84%-6.1pp |
| Employer contribution / active EE | $22,888 | $11,641+96.6% | $30,793-25.7% | $14,688+55.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |