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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT10+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $137,263 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 · EIN 95-3692822 | Investment Management | $103,594 |
INVESCO6 years Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $85,961 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $62,611 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 | Accounting | $61,650 |
CARY KANE LLP7 years Service code 29 · EIN 20-1942442 | Legal | $52,500 |
Service code 11 · EIN 26-3842522 | Actuarial | $50,083 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
NORTHERN TRUST COMPANY10+ years Service code 28 · EIN 36-1561860 | Investment Management | $13,707 |
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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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 25.0%-25.0pp | 0.0%0pp |
| Annual return | 16.28% | 10.20%+6.1pp | 9.23%+7.0pp | 10.20%+6.1pp |
| Employer contribution / active EE | $9,521 | $15,145-37.1% | $24,393-61.0% | $15,145-37.1% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $23-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |