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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $496,537 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $319,188 |
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $270,550 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT, INC. Service code 28 · EIN 95-3692822 | Investment Management | $250,504 |
Filed as: GORLICK, KRAVITZ, & LISTHAUS, P.C. Service code 29 · EIN 13-3790829 | Legal | $247,895 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $217,143 |
INVESCO3+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $214,378 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $77,677 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL CO (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $60,250 |
POLEN CAPITAL1 year Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 · EIN 26-0319356 | Investment Management | $57,569 |
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 | $32,394 | $112,134-71.1% | $149,721-78.4% | $80,976-60.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.1%+12.9pp | 68.3%+31.7pp |
| Annual return | 6.94% | 17.23%-10.3pp | 1501.67%-1494.7pp | 22.91%-16.0pp |
| Employer contribution / active EE | $3,976 | $3,991-0.4% | $5,444-27.0% | $2,402+65.5% |
| Participant deferral / active EE | $0 | $6,036-100.0% | $6,568-100.0% | $3,848-100.0% |
| Admin fee / account holder | $179 | $109+63.5% | $11,282-98.4% | $67+164.6% |