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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 PO BOX 95135 · CHICAGO, IL 606945135 | Actuarial | $286,246 |
BENESYS, INC.1+ years Filed as: BENESYS ADMINISTRATORS Service code 12 700 TOWER DRIVE, STE 300 · TROY, MI 480982808 | Recordkeeping and information managem... | $194,000 |
WESTFIELD CAPITAL MANAGEMENT1+ years Service code 27 · EIN 80-0175963 | Advisory (Plan) | $135,896 |
LSV ASSET MANAGEMENT1+ years Service code 27 · EIN 23-2772200 | Advisory (Plan) | $111,761 |
SMITH GRAHAM1+ years Filed as: SMITH, GRAHAM & CO. INV. ADV., L.P. Service code 27 · EIN 76-0301817 | Advisory (Plan) | $78,188 |
INDEPENDENT FIDUCIARY SERVICES1+ years Service code 27 · EIN 13-3406417 805 15TH ST NW, SUITE 112 · WASHINGTON, DC 20005 | Advisory (Plan) | $78,045 |
LAW OFFICE OF ROBERT W. HANULA1+ years Service code 29 · EIN 20-1437847 PO BOX 279 · CARBONDALE, CO 81623 | Legal | $56,588 |
US BANK1+ years Service code 19 · EIN 93-6157747 | Securities Custodian | $55,710 |
HAYNIE & COMPANY1+ years Filed as: ROBISON, HILL AND COMPANY Service code 10 · EIN 87-0328572 | Accounting | $34,230 |
Filed as: FIDELITY INVESTMENTS Service code 27 · EIN 04-3022712 | Advisory (Plan) | $33,982 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 1.21% | 6.13%-4.9pp | 4.74%-3.5pp | 9.19%-8.0pp |
| Employer contribution / active EE | $6,499 | $10,206-36.3% | $36,089-82.0% | $12,608-48.5% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |