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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP6 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $553,889 |
POLEN CAPITAL1 year Service code 28 · EIN 26-0319356 | Investment Management | $462,660 |
LAZARD ASSET MANAGEMENT7+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $343,821 |
Filed as: WESTERN ASSET MANAGEMENT CO., LLC Service code 28 · EIN 52-1200960 | Investment Management | $320,046 |
INVESCO7+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $266,383 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $141,594 |
PROSKAUER ROSE LLP7+ years Service code 29 · EIN 13-1840454 | Legal | $116,101 |
Filed as: TRUE TYPE PRINTING CO. INC Service code 49 · EIN 13-5600711 | Other Services | $78,976 |
Filed as: GORLICK, KRAVITZ, & LISTHAUS, P.C. Service code 29 · EIN 13-3790829 | Legal | $78,433 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $75,875 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,612 | $65,673-27.5% | $109,191-56.4% | $106,520-55.3% |
| Participation rate | 99.6% | 82.6%+17.0pp | 75.9%+23.7pp | 71.3%+28.3pp |
| Annual return | 7.91% | 15.69%-7.8pp | 25.76%-17.8pp | 19.28%-11.4pp |
| Employer contribution / active EE | $7,634 | $4,042+88.9% | $3,723+105.0% | $2,840+168.8% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $235 | $107+119.9% | $6,756-96.5% | $75+215.8% |