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| Provider | Service type | Compensation |
|---|---|---|
POLEN CAPITAL1 year Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 28 · EIN 26-0319356 | Investment Management | $1,145,871 |
NUVEEN8+ years Filed as: NWQ INVESTMENTS Service code 28 · EIN 47-0875103 | Investment Management | $1,097,193 |
COLUMBIA8+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $1,038,539 |
BENESYS, INC.8+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $325,173 |
Filed as: RAYMOND JAMES FINANCIAL, INC. Service code 28 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $307,210 |
MATRIX TRUST COMPANY8+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $201,698 |
SUZANNE NEEDHAM2 years Service code 30 1731 TECHNOLOGY DRIVE · SAN JOSE, CA 95110 | Direct payment from the plan; Employe... | $140,331 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $121,975 |
Filed as: NORTHWEST PLAN SERVICES Service code 11 · EIN 91-2090931 | Actuarial | $102,500 |
SMART SOURCE LLC1 year Service code 36 7270 MCGINNIS FERRY ROAD · SUWANEE, GA 30024 | Copying and duplicating; Direct payme... | $87,651 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -17.17% | -7.95%-9.2pp | -5.85%-11.3pp | 23.41%-40.6pp |
| Employer contribution / active EE | $28,721 | $13,972+105.6% | $31,839-9.8% | $12,650+127.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |