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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $466,661 |
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 | Legal | $264,730 |
POLEN CAPITAL2 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 · EIN 26-0319356 | Investment Management | $258,927 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $239,904 |
INVESCO4+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $233,763 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS CAPITAL MANAGEMENT, INC. Service code 28 · EIN 95-3692822 | Investment Management | $216,944 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $204,273 |
Filed as: GORLICK, KRAVITZ, & LISTHAUS, P.C. Service code 29 · EIN 13-3790829 | Legal | $184,981 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $77,001 |
NUVEEN1 year Filed as: NWQ INVESTMENT MANAGEMENT CO., LLC Service code 28 · EIN 47-0875103 | Investment Management | $73,412 |
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 | $33,411 | $96,381-65.3% | $140,019-76.1% | $73,367-54.5% |
| Participation rate | 100.0% | 90.1%+9.9pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | -0.92% | -4.30%+3.4pp | 651.19%-652.1pp | 173.45%-174.4pp |
| Employer contribution / active EE | $4,458 | $4,168+7.0% | $5,605-20.5% | $2,499+78.4% |
| Participant deferral / active EE | $0 | $6,186-100.0% | $6,927-100.0% | $4,033-100.0% |
| Admin fee / account holder | $186 | $100+86.4% | $10,705-98.3% | $68+172.4% |