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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Other fees; I... | $208,775 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 25-1139840 | Contract Administrator | $160,617 |
THOMSON HORSTMANN & BRYANT3+ years Service code 28 · EIN 13-3163794 | Investment Management | $122,913 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $103,421 |
INVESCO3+ years Service code 51 · EIN 20-1667094 | Investment Mgmt Fees | $70,160 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 41-0449260 | Bank Trustee | $60,169 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $57,500 |
BHA CONSULTING3+ years Filed as: BHA CONSULTING LLC Service code 11 · EIN 26-1384808 | Actuarial | $30,855 |
O'DONOGHUE & O'DONOGHUE3+ years Service code 29 · EIN 53-0120528 | Legal | $29,002 |
RHUMBLINE ADVISORS3+ years Service code 51 · EIN 04-6930563 | Investment Mgmt Fees | $26,109 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 8.46% | 4.25%+4.2pp | -752.26%+760.7pp | 0.19%+8.3pp |
| Employer contribution / active EE | $17,448 | $11,906+46.6% | $31,802-45.1% | $13,763+26.8% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |