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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT5 years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $660,415 |
POLEN CAPITAL5 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 · EIN 26-0319356 | Investment Management | $591,427 |
Service code 28 · EIN 13-3257590 | Investment Management | $478,412 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $369,526 |
PENN CAPITAL MANAGEMENT4 years Filed as: PENN CAPITAL MANAGEMENT CO., INC. Service code 28 · EIN 22-2796848 | Investment Management | $330,494 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $284,623 |
Filed as: INVESTMENT PERFORMANCE SVCS, LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $243,750 |
WINSLOW CAPITAL MANAGEMENT4 years Filed as: WINSLOW CAPITAL MANAGEMENT, LLC Service code 28 · EIN 90-0860898 | Investment Management | $205,185 |
SCHULTHEIS & PANETTIERI, LLP5 years Service code 10 · EIN 13-1577780 | Accounting | $155,708 |
LORD ABBETT5 years Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $105,388 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,333 | $73,497+5.2% | $101,275-23.6% | $93,223-17.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 75.8%+24.2pp | 74.9%+25.1pp |
| Annual return | -22.48% | 11.66%-34.1pp | 46.46%-68.9pp | 19.29%-41.8pp |
| Employer contribution / active EE | $5,200 | $3,600+44.4% | $3,660+42.1% | $2,680+94.0% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $235 | $121+94.2% | $5,948-96.1% | $79+196.6% |