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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $503,194 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $300,273 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $242,991 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 19 · EIN 13-6358540 | Securities Custodian | $186,536 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $151,528 |
INVESCO1+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $141,812 |
Filed as: GORLICK, KRAVITZ & LISTHAUS Service code 29 · EIN 13-3790829 | Legal | $135,827 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $77,846 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMP(EASTERN STATES), INC Service code 17 · EIN 13-1835864 | Pension Consulting | $58,403 |
STATE STREET GLOBAL ADVISORS1+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $32,247 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,585 | $87,670-70.8% | $123,105-79.2% | $69,651-63.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 86.8%+13.2pp | 66.6%+33.4pp |
| Annual return | -1.86% | 3.10%-5.0pp | 13.22%-15.1pp | 53.77%-55.6pp |
| Employer contribution / active EE | $3,532 | $3,511+0.6% | $5,151-31.4% | $2,241+57.7% |
| Participant deferral / active EE | $0 | $5,412-100.0% | $6,229-100.0% | $3,635-100.0% |
| Admin fee / account holder | $152 | $94+61.6% | $9,014-98.3% | $63+140.7% |