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| Provider | Service type | Compensation |
|---|---|---|
SNOW CAPITAL MANAGEMENT2+ years Filed as: SNOW CAPITAL MANAGEMENT LP Service code 28 · EIN 25-1894430 | Investment Management | $66,801 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-0025081 | Investment management fees paid direc... | $58,162 |
MCDONALD HOPKINS, LLC2+ years Service code 29 · EIN 34-1059058 | Legal | $42,702 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $38,881 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 22-2232264 | Actuarial | $36,925 |
GEORGE JOHNSON & COMPANY2+ years Service code 10 · EIN 38-2029668 | Accounting | $10,200 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $261,298-100.0% | $169,917-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 10.3%-10.3pp | 45.6%-45.6pp |
| Annual return | 7.45% | 6.80%+0.7pp | 7.98%-0.5pp | 4.16%+3.3pp |
| Employer contribution / active EE | $0 | $40,252-100.0% | $23,724-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $972-100.0% | $636-100.0% | $21,465-100.0% |