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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES2+ years Service code 16 · EIN 58-2432390 | Consulting | $75,000 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $56,317 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Service code 51 · EIN 01-0614895 | Investment Mgmt Fees | $56,160 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $42,500 |
PEDELAHORE & CO. LLP2+ years Service code 10 · EIN 72-0535866 | Accounting | $42,275 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 | Bank Trustee | $40,091 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 52-2037618 | Securities Custodian | $30,469 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $28,285 |
Filed as: ROBEIN, URANN, SPENCER, ET AL Service code 29 · EIN 72-0999672 | Legal | $23,238 |
Filed as: OSBORN, CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 | Actuarial | $22,000 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.06% | 11.78%-0.7pp | 8.32%+2.7pp | 23.90%-12.8pp |
| Employer contribution / active EE | $7,508 | $11,309-33.6% | $30,793-75.6% | $16,539-54.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |