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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION5 years Service code 13 · EIN 41-0956552 | Contract Administrator | $444,780 |
WEDGE CAPITAL MANAGEMENT6+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $156,187 |
Filed as: PRUDENTIAL INVESTMENTS Service code 28 · EIN 22-1211670 | Investment Management | $101,192 |
CHEIRON3 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $99,498 |
BANSLEY AND KIENER, LLP6+ years Filed as: BANSLEY & KIENER Service code 10 · EIN 36-2152389 | Accounting | $90,743 |
RIDGEWORTH3 years Filed as: KAYNE ANDERSON RUDNICK Service code 28 1800 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Investment Management | $89,195 |
LANER MUCHIN6+ years Filed as: LANER MUCHIN, LTD. Service code 29 · EIN 36-3088463 | Legal | $86,467 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $80,000 |
NATIONAL INVESTMENT SERVICES6+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $77,778 |
WILLIAM BLAIR3 years Service code 28 · EIN 36-2214610 | Investment Management | $43,364 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $202,277-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 30.0%-30.0pp | 3.7%-3.7pp |
| Annual return | 27.93% | 15.63%+12.3pp | 8.88%+19.0pp | 15.63%+12.3pp |
| Employer contribution / active EE | $3,099 | $11,476-73.0% | $42,607-92.7% | $11,476-73.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $94-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $2,086-100.0% | $429-100.0% |