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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2 years Filed as: BENESYS ADMINSTRATORS Service code 13 · EIN 38-2383171 7180 KOLL CENTER PARKWAY STE 200 · PLEASANTON, CA 94556 | Contract Administrator | $210,475 |
VENUTI & ASSOCIATES7+ years Filed as: VENUTI AND ASSOCIATES Service code 11 · EIN 04-3721424 5050 EL CAMINO REAL SUITE 106 · LOS ALTOS, CA 94022 | Actuarial | $137,874 |
ALGER2 years Filed as: FRED ALGER MANAGEMENT LLC Service code 28 360 PARK AVE SOUTH · NEW YORK, NY 10010 | Investment Management | $109,936 |
WEDGE CAPITAL MANAGEMENT2 years Service code 28 · EIN 54-1557450 301 S COLLEGE STREET 2920 · CHARLOTTE, NC 28202 | Investment Management | $86,376 |
Service code 27 · EIN 58-1645832 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $72,500 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 84-6391546 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $61,283 |
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 59-2385219 231 S LA SALLE STREET 4 · CHICAGO, IL 60604 | Investment Management | $47,132 |
Filed as: CHARTWELL INVESTMENT SERVICES Service code 28 · EIN 23-2891243 1205 WESTLAKES DRIVE SUITE 100 · BERWYN, PA 19312 | Investment Management | $36,296 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 101 MISSION STREET 1435 · SAN FRANCISCO, CA 94105 | Investment Management | $20,362 |
THE BANK OF NEW YORK MELLON2 years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 505 N 7TH STREET · SAINT LOUIS, MO 63101 | Securities Custodian | $18,011 |
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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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -7.68% | 38.53%-46.2pp | -3.21%-4.5pp | 2.78%-10.5pp |
| Employer contribution / active EE | $8,237 | $14,659-43.8% | $46,051-82.1% | $15,276-46.1% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |