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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARTWELL INVESTMENT PARTNERS LP Service code 28 · EIN 23-2891243 | Investment Management | $61,872 |
BENESYS, INC.1 year Filed as: BENESYS INC. Service code 14 · EIN 38-2383171 | Plan Administrator | $59,654 |
WEDGE CAPITAL MANAGEMENT9+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 54-1557450 | Investment Mgmt Fees | $59,487 |
INVESTMENT PERFORMANCE SERVICES9+ years Service code 16 · EIN 58-1645832 | Consulting | $53,750 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES & COMPANY Service code 51 · EIN 84-6391546 | Investment Mgmt Fees | $49,706 |
RBC GLOBAL ASSET MANAGEMENT2 years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $47,948 |
KRAW LAW GROUP6 years Service code 29 · EIN 77-0171216 | Legal | $47,037 |
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES ADVISORS LLC Service code 50 · EIN 80-0292839 | Direct Payment | $32,831 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $25,000 |
VICTORY2 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 51 · EIN 26-3761443 | Investment Mgmt Fees | $24,427 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $129,227-100.0% | $184,256-100.0% | $77,762-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.8%-86.8pp | 70.6%-70.6pp |
| Annual return | 11.46% | 33.24%-21.8pp | 28.85%-17.4pp | 31.27%-19.8pp |
| Employer contribution / active EE | $4,301 | $4,412-2.5% | $6,427-33.1% | $2,728+57.6% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,899-100.0% | $433-100.0% |