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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT6 years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $780,975 |
Service code 28 · EIN 13-3257590 | Investment Management | $580,777 |
POLEN CAPITAL6 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 · EIN 26-0319356 | Investment Management | $542,248 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $391,957 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $337,957 |
Filed as: INVESTMENT PERFORMANCE SERVICES,LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $227,500 |
PENN CAPITAL MANAGEMENT5 years Filed as: PENN CAPITAL MANAGEMENT CO., INC. Service code 28 · EIN 22-2796848 | Investment Management | $199,777 |
SCHULTHEIS & PANETTIERI, LLP6 years Service code 10 · EIN 13-1577780 | Accounting | $179,793 |
LORD ABBETT6 years Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $177,799 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $128,644 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,704 | $80,412-0.9% | $109,143-27.0% | $101,517-21.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 75.9%+24.1pp | 74.6%+25.4pp |
| Annual return | 15.64% | 16.17%-0.5pp | 25.75%-10.1pp | 21.00%-5.4pp |
| Employer contribution / active EE | $5,994 | $3,731+60.7% | $3,722+61.0% | $2,973+101.6% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,873-100.0% |
| Admin fee / account holder | $213 | $135+58.1% | $6,752-96.8% | $139+52.9% |