| Provider | Service type | Compensation |
|---|---|---|
CREDIT SUISSE1 year Filed as: CREDIT SUISSE SECURITIES USA LLC Service code 14 · EIN 05-0546650 | Plan Administrator | $454,887 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 13 · EIN 36-2235791 | Contract Administrator | $176,063 |
HUBER CAPITAL MANAGEMENT2+ years Filed as: HUBER Service code 15 · EIN 13-1898818 | Recordkeeping | $129,188 |
THOMPSON HINE2+ years Filed as: THOMPSON HIME Service code 15 · EIN 34-0575300 | Recordkeeping | $91,597 |
KPMG LLP2+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $37,500 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 27 · EIN 13-3954297 | Advisory (Plan) | $15,000 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,024 | $82,683+145.5% | $133,975+51.5% | $65,292+210.9% |
| Participation rate | 99.5% | 87.3%+12.1pp | 87.1%+12.4pp | 72.4%+27.0pp |
| Annual return | 8.35% | 9.63%-1.3pp | 29.29%-20.9pp | 11.84%-3.5pp |
| Employer contribution / active EE | $6,309 | $3,583+76.1% | $5,211+21.1% | $2,302+174.1% |
| Participant deferral / active EE | $15,118 | $5,190+191.3% | $6,282+140.7% | $3,579+322.5% |
| Admin fee / account holder | $42 | $66-35.6% | $9,324-99.5% | $57-26.2% |