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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $524,780 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $309,371 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $269,520 |
Filed as: GORLICK, KRAVITZ, & LISTHAUS, P.C. Service code 29 · EIN 13-3790829 | Legal | $248,970 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $248,816 |
Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $196,566 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST CO., NA Service code 28 · EIN 04-2755549 | Investment Management | $190,274 |
INVESCO2+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $184,110 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $77,381 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $57,250 |
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 | $28,188 | $93,756-69.9% | $133,975-79.0% | $329,111-91.4% |
| Participation rate | 100.0% | 89.7%+10.3pp | 87.1%+12.9pp | 67.9%+32.1pp |
| Annual return | 5.70% | 20.33%-14.6pp | 29.29%-23.6pp | 16.35%-10.7pp |
| Employer contribution / active EE | $3,733 | $3,619+3.2% | $5,211-28.4% | $2,303+62.1% |
| Participant deferral / active EE | $0 | $5,685-100.0% | $6,282-100.0% | $3,682-100.0% |
| Admin fee / account holder | $181 | $90+101.7% | $9,324-98.1% | $754-76.0% |