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| Provider | Service type | Compensation |
|---|---|---|
POLEN CAPITAL2 years Service code 28 1825 NW CORPORATE BLVD SUITE 300 · BOCA RATON, FL 33431 | Investment Management | $1,297,785 |
NUVEEN7+ years Filed as: NWQ INVESTMENTS Service code 28 · EIN 47-0875103 2049 CENTURY PARK EAST 16TH FLOOR · LOS ANGELES, CA 90067 | Investment Management | $1,016,355 |
COLUMBIA7+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $995,457 |
Filed as: RAYMOND JAMES FINANCIAL, INC. Service code 28 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $353,523 |
BENESYS, INC.7+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $308,369 |
MATRIX TRUST COMPANY7+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $220,957 |
KAUFMANN & GOBLE7+ years Service code 11 · EIN 94-2614826 | Actuarial | $123,000 |
NANCY FERGUSON7+ years Service code 30 · EIN 94-6359772 | Direct payment from the plan; Employe... | $114,217 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $111,785 |
KRAW LAW GROUP7+ years Service code 29 · EIN 77-0171216 | Legal | $90,710 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 16.41% | 19.37%-3.0pp | 11.08%+5.3pp | 15.63%+0.8pp |
| Employer contribution / active EE | $27,541 | $13,107+110.1% | $28,418-3.1% | $11,476+140.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |