| Provider | Service type | Compensation |
|---|---|---|
HUBER CAPITAL MANAGEMENT4+ years Filed as: HUBER Service code 27 · EIN 13-1898818 | Advisory (Plan) | $472,500 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $256,968 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $173,246 |
THOMPSON HINE1 year Service code 15 · EIN 34-0575300 | Recordkeeping | $37,902 |
KPMG LLP4+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $37,500 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 28 · EIN 23-2376849 | Investment Management | $24,024 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR CONSULTING Service code 16 · EIN 13-3954297 | Consulting | $11,250 |
BUCK GLOBAL, LLC4+ years Filed as: BUCK CONSULTANTS Service code 15 · EIN 13-3954297 | Recordkeeping | $3,750 |
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 | $222,009 | $104,281+112.9% | $140,019+58.6% | $68,904+222.2% |
| Participation rate | 99.6% | 89.1%+10.5pp | 87.5%+12.1pp | 74.1%+25.5pp |
| Annual return | -4.19% | -1.33%-2.9pp | 651.19%-655.4pp | 1.07%-5.3pp |
| Employer contribution / active EE | $7,068 | $4,070+73.6% | $5,605+26.1% | $2,540+178.2% |
| Participant deferral / active EE | $16,270 | $6,129+165.4% | $6,927+134.9% | $4,015+305.2% |
| Admin fee / account holder | $59 | $79-25.0% | $10,705-99.4% | $71-17.2% |