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| Provider | Service type | Compensation |
|---|---|---|
WPAS, INC.2 years Service code 13 · EIN 91-1363171 | Contract Administrator | $269,160 |
Filed as: J.P. MORGAN INVESTMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $239,581 |
WEDGE CAPITAL MANAGEMENT1 year Service code 28 · EIN 56-1557450 | Investment Management | $219,044 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $208,116 |
ACADIAN ASSET MANAGEMENT LLC4 years Service code 28 · EIN 04-2929221 | Investment Management | $192,162 |
THOMSON HORSTMANN & BRYANT9+ years Service code 28 · EIN 13-3163794 | Investment Management | $186,242 |
INVESCO6 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $147,834 |
BHA CONSULTING9+ years Filed as: BHA CONSULTING LLC Service code 16 · EIN 26-1384808 | Consulting | $115,241 |
STATE STREET GLOBAL ADVISORS9+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $76,212 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS Service code 28 · EIN 36-3762086 | Investment Management | $70,226 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.82% | 11.08%-1.3pp | 8.10%+1.7pp | 8.76%+1.1pp |
| Employer contribution / active EE | $18,964 | $13,910+36.3% | $28,649-33.8% | $16,664+13.8% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |