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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT4 years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $802,943 |
WINSLOW CAPITAL MANAGEMENT3 years Filed as: WINSLOW CAPITAL MANAGEMENT, LLC Service code 28 · EIN 90-0860898 | Investment Management | $690,035 |
Filed as: HARDMAN JOHNSTON GLOBAL ADV Service code 28 · EIN 13-3257590 | Investment Management | $646,805 |
POLEN CAPITAL4 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 · EIN 26-0319356 | Investment Management | $520,295 |
PENN CAPITAL MANAGEMENT3 years Filed as: PENN CAPITAL MANAGEMENT CO., INC. Service code 28 · EIN 22-2796848 | Investment Management | $460,532 |
Filed as: INVESTMENT PERFORMANCE SVCS, LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $325,000 |
SCHULTHEIS & PANETTIERI, LLP4 years Service code 10 · EIN 13-1577780 | Accounting | $272,769 |
LORD ABBETT4 years Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $206,767 |
ULLICO1 year Filed as: THE UNION LABOR LIFE INS COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $184,859 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $175,413 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,529 | $49,105+27.3% | $92,916-32.7% | $89,609-30.2% |
| Participation rate | 99.5% | 79.0%+20.5pp | 76.0%+23.4pp | 69.6%+29.9pp |
| Annual return | 15.34% | 32.35%-17.0pp | 109.45%-94.1pp | 33.65%-18.3pp |
| Employer contribution / active EE | $4,585 | $3,373+35.9% | $3,654+25.5% | $2,584+77.4% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,238-100.0% | $4,222-100.0% |
| Admin fee / account holder | $212 | $93+129.1% | $5,796-96.3% | $72+196.1% |