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| Provider | Service type | Compensation |
|---|---|---|
POLEN CAPITAL7 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 · EIN 26-0319356 | Investment Management | $651,866 |
Service code 28 · EIN 13-3257590 | Investment Management | $480,853 |
WEDGE CAPITAL MANAGEMENT7 years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $456,758 |
LORD ABBETT8+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $429,663 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $384,713 |
INVESTMENT PERFORMANCE SERVICES8+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $284,375 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $267,271 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $170,639 |
SCHULTHEIS & PANETTIERI, LLP7 years Service code 10 · EIN 13-1577780 | Accounting | $108,170 |
SUSANIN WIDMAN & BRENNAN PC8+ years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $48,031 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,452 | $51,785+1.3% | $112,270-53.3% | $89,433-41.4% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | 2.03% | -11.06%+13.1pp | 27.49%-25.5pp | -11.88%+13.9pp |
| Employer contribution / active EE | $3,050 | $3,782-19.4% | $3,635-16.1% | $3,021+1.0% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $135 | $102+33.3% | $6,411-97.9% | $79+70.5% |