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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP7 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $592,174 |
POLEN CAPITAL6 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 · EIN 26-0319356 | Investment Management | $317,416 |
LAZARD ASSET MANAGEMENT8+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $307,350 |
Filed as: WESTERN ASSET MGMT CO, LLC Service code 28 · EIN 52-1200960 | Investment Management | $287,143 |
INVESCO8+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $276,121 |
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $179,947 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $111,712 |
Filed as: GORLICK, KRAVITZ, & LISTHAUS P.C. Service code 29 · EIN 13-3790829 | Legal | $72,509 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL CO. (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $49,831 |
Filed as: ALLIED SYSTEM INTEGRATORS, INC. Service code 16 · EIN 11-3622037 | Consulting | $44,409 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,055 | $51,785-13.0% | $112,270-59.9% | $89,433-49.6% |
| Participation rate | 77.8% | 82.2%-4.4pp | 75.1%+2.7pp | 71.3%+6.5pp |
| Annual return | -11.04% | -11.06%0pp | 27.49%-38.5pp | -11.88%+0.8pp |
| Employer contribution / active EE | $8,166 | $3,782+115.9% | $3,635+124.6% | $3,021+170.3% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $242 | $102+138.2% | $6,411-96.2% | $79+204.6% |