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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC5+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $352,077 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $248,587 |
MADISON INVESTMENT ADVISORS5+ years Filed as: MADISON INVESTMENT ADVISORS INC. Service code 28 · EIN 54-1815009 | Investment Management | $144,133 |
STACEY BRAUN ASSOCIATES, INC.5+ years Filed as: STACEY BRAUN ASSOCIATES INC. Service code 28 · EIN 13-2889432 | Investment Management | $139,878 |
SCHULTHEIS & PANETTIERI, LLP5+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $134,873 |
C. BAFFUTO5+ years Service code 30 · EIN 13-6817367 | Direct payment from the plan; Employe... | $123,164 |
Filed as: ROTHSCHILD & CO ASSET MGMT U.S. INC Service code 28 · EIN 13-2544634 | Investment Management | $110,359 |
O'CONNOR DAVIES, LLP1 year Filed as: M. O'CONNOR Service code 30 · EIN 13-6817367 | Employee (plan); Direct payment from ... | $91,678 |
K. ANTONACCIO5+ years Service code 30 · EIN 13-6817367 | Direct payment from the plan; Employe... | $90,782 |
COLLINS BUILDING SERVICES INC.5+ years Service code 49 · EIN 51-0312606 | Other Services | $84,651 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,774 | $78,226+127.3% | $92,916+91.3% | $82,204+116.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 17.34% | 19.33%-2.0pp | 109.45%-92.1pp | 26.31%-9.0pp |
| Employer contribution / active EE | $10,494 | $3,911+168.3% | $3,654+187.2% | $2,707+287.6% |
| Participant deferral / active EE | $0 | $3,648-100.0% | $4,238-100.0% | $4,246-100.0% |
| Admin fee / account holder | $296 | $119+148.7% | $5,796-94.9% | $76+291.8% |