| Provider | Service type | Compensation |
|---|---|---|
CREDIT SUISSE2 years Filed as: CREDIT SUISSE SECURITIES USA LLC Service code 14 · EIN 05-0546650 | Plan Administrator | $404,746 |
HUBER CAPITAL MANAGEMENT3+ years Filed as: HUBER Service code 27 · EIN 13-1898818 | Advisory (Plan) | $383,500 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $88,351 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ASSOCIATES Service code 15 · EIN 36-2235791 | Recordkeeping | $71,269 |
THOMPSON HINE3+ years Filed as: THOMPSON HIME Service code 15 · EIN 34-0575300 | Recordkeeping | $50,721 |
KPMG LLP3+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $38,583 |
Filed as: CONDUENT HR CONSULTING Service code 16 · EIN 13-3954297 | Consulting | $11,250 |
BUCK GLOBAL, LLC3+ years Filed as: BUCK CONSULTANTS Service code 15 · EIN 13-3954297 | Recordkeeping | $3,750 |
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 | $235,466 | $96,400+144.3% | $149,721+57.3% | $177,276+32.8% |
| Participation rate | 99.3% | 88.9%+10.3pp | 87.1%+12.2pp | 74.8%+24.4pp |
| Annual return | 19.91% | 19.02%+0.9pp | 1501.67%-1481.8pp | 21.25%-1.3pp |
| Employer contribution / active EE | $7,118 | $3,680+93.5% | $5,444+30.8% | $2,479+187.2% |
| Participant deferral / active EE | $14,789 | $5,510+168.4% | $6,568+125.2% | $3,881+281.1% |
| Admin fee / account holder | $50 | $69-28.2% | $11,282-99.6% | $154-67.7% |