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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 25-1139840 | Contract Administrator | $166,281 |
WEDGE CAPITAL MANAGEMENT6+ years Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $160,412 |
BHA CONSULTING6+ years Filed as: BHA CONSULTING LLC Service code 11 · EIN 26-1384808 | Actuarial | $152,162 |
THOMSON HORSTMANN & BRYANT6+ years Service code 28 · EIN 13-3163794 | Investment Management | $139,851 |
Service code 28 · EIN 04-2929221 | Investment Management | $129,254 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $118,284 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS Service code 28 · EIN 36-3762086 | Investment Management | $105,649 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $93,395 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $71,250 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 · EIN 41-0449260 | Bank Trustee | $66,197 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 43.90% | 24.46%+19.4pp | 11.08%+32.8pp | 13.24%+30.7pp |
| Employer contribution / active EE | $16,511 | $11,981+37.8% | $28,418-41.9% | $14,616+13.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |