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| Provider | Service type | Compensation |
|---|---|---|
WINSLOW CAPITAL MANAGEMENT2 years Filed as: WINSLOW CAPITAL MANAGEMENT, LLC Service code 28 · EIN 90-0860898 | Investment Management | $916,550 |
POLEN CAPITAL3 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 · EIN 26-0319356 | Investment Management | $530,333 |
LSV ASSET MANAGEMENT3 years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 | Investment Management | $518,428 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $448,738 |
PENN CAPITAL MANAGEMENT2 years Filed as: PENN CAPITAL MANAGEMENT CO., INC. Service code 28 · EIN 22-2796848 | Investment Management | $424,790 |
WEDGE CAPITAL MANAGEMENT3 years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $333,512 |
Filed as: INVESTMENT PERFORMANCE SVCS, LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $325,000 |
LORD ABBETT3 years Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $304,526 |
SCHULTHEIS & PANETTIERI, LLP3 years Service code 10 · EIN 13-1577780 | Accounting | $265,047 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $160,799 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,490 | $49,973+13.0% | $83,831-32.6% | $73,367-23.0% |
| Participation rate | 99.4% | 77.8%+21.6pp | 76.1%+23.2pp | 69.5%+29.9pp |
| Annual return | -2.30% | 0.83%-3.1pp | 850.99%-853.3pp | 173.45%-175.7pp |
| Employer contribution / active EE | $5,238 | $3,293+59.1% | $3,631+44.3% | $2,499+109.6% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $201 | $95+111.4% | $5,479-96.3% | $68+194.5% |