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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS ADMINSTRATORS Service code 13 · EIN 38-2383171 7180 KOLL CENTER PARKWAY STE 200 · PLEASANTON, CA 94556 | Contract Administrator | $211,665 |
ALGER1 year Filed as: FRED ALGER MANAGEMENT LLC Service code 28 360 PARK AVE SOUTH · NEW YORK, NY 10010 | Investment Management | $136,218 |
VENUTI & ASSOCIATES6+ years Filed as: VENUTI AND ASSOCIATES Service code 11 · EIN 04-3721424 5050 EL CAMINO REAL SUITE 106 · LOS ALTOS, CA 94022 | Actuarial | $113,710 |
WEDGE CAPITAL MANAGEMENT1 year Service code 28 · EIN 54-1557450 301 S COLLEGE STREET 2920 · CHARLOTTE, NC 28202 | Investment Management | $86,540 |
Service code 27 · EIN 58-1645832 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $60,313 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 84-6391546 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $55,330 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 3130 CROW CANYON PLACE STE 300 · SAN RAMON, CA 94583 | Accounting | $51,199 |
Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 59-2385219 231 S LA SALLE STREET 4 · CHICAGO, IL 60604 | Investment Management | $41,486 |
KRAW LAW GROUP6+ years Service code 29 · EIN 77-0171216 605 ELLIS STREET SUITE 200 · MOUNTAIN VIEW, CA 94043 | Legal | $37,341 |
Filed as: CHARTWELL INVESTMENT SERVICES Service code 28 · EIN 23-2891243 1205 WESTLAKES DRIVE SUITE 100 · BERWYN, PA 19312 | Investment Management | $31,940 |
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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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 24.46% | 11.84%+12.6pp | 8.95%+15.5pp | 13.24%+11.2pp |
| Employer contribution / active EE | $7,478 | $12,426-39.8% | $46,559-83.9% | $14,616-48.8% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |