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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT10+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $86,082 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 16 · EIN 58-2432390 | Consulting | $78,377 |
WEAVER AND TIDWELL, LLP2 years Service code 10 · EIN 75-0786316 | Accounting | $60,900 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 | Bank Trustee | $56,082 |
Filed as: JP MORGAN CHASE Service code 51 · EIN 13-3869666 | Investment Mgmt Fees | $43,734 |
PEDELAHORE & CO. LLP10+ years Service code 10 · EIN 72-0535866 | Accounting | $40,525 |
OSBORN, CARREIRO & ASSOCIATES, INC.10+ years Filed as: OSBORN, CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 | Actuarial | $26,500 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $17,196 |
ROBEIN, URANN, SPENCER, PICARD & CA10+ years Filed as: ROBEIN, URANN, SPENCER, ET AL Service code 29 · EIN 72-0999672 | Legal | $15,594 |
ORLEANS CAPITAL MANAGEMENT10+ years Service code 51 · EIN 72-1193530 | Investment Mgmt Fees | $13,661 |
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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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 9.56% | 8.62%+0.9pp | 8.99%+0.6pp | 10.52%-1.0pp |
| Employer contribution / active EE | $8,378 | $14,400-41.8% | $25,171-66.7% | $15,140-44.7% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |