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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROBEIN, URANN, SPENCER, ET AL Service code 29 · EIN 72-0999672 | Legal | $103,480 |
INTECH INVESTMENT MANAGEMENT LLC6+ years Service code 51 · EIN 01-0614895 | Investment Mgmt Fees | $80,114 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 16 · EIN 58-2432390 | Consulting | $76,406 |
WEDGE CAPITAL MANAGEMENT6+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $60,381 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 | Bank Trustee | $57,307 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $49,000 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $40,934 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 52-2037618 | Securities Custodian | $39,903 |
PEDELAHORE & CO. LLP6+ years Service code 10 · EIN 72-0535866 | Accounting | $35,875 |
HANCOCK WHITNEY BANK2 years Service code 19 · EIN 64-0169065 | Securities Custodian | $22,086 |
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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 | 25.61% | 24.46%+1.2pp | 11.08%+14.5pp | 13.24%+12.4pp |
| Employer contribution / active EE | $8,098 | $11,981-32.4% | $28,418-71.5% | $14,616-44.6% |
| 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% |