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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 25-1139840 | Contract Administrator | $162,638 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $155,090 |
THOMSON HORSTMANN & BRYANT5+ years Service code 28 · EIN 13-3163794 | Investment Management | $114,476 |
WEDGE CAPITAL MANAGEMENT5+ years Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $114,051 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS Service code 28 · EIN 36-3762086 | Investment Management | $111,622 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 51 · EIN 46-3793325 | Investment Mgmt Fees | $87,739 |
BHA CONSULTING5+ years Filed as: BHA CONSULTING LLC Service code 11 · EIN 26-1384808 | Actuarial | $80,889 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $67,500 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 · EIN 41-0449260 | Bank Trustee | $47,782 |
RHUMBLINE ADVISORS5+ years Service code 51 · EIN 04-6930563 | Investment Mgmt Fees | $42,321 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 3.76% | 6.41%-2.7pp | 8.01%-4.3pp | 11.45%-7.7pp |
| Employer contribution / active EE | $18,922 | $11,592+63.2% | $29,476-35.8% | $17,219+9.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |