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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT8 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $124,509 |
BENESYS, INC.6 years Service code 13 · EIN 38-2383171 | Contract Administrator | $114,144 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $80,000 |
MELISSA W. COOK & ASSOCIATES10+ years Filed as: MELISSA W COOK & ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $50,706 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $36,750 |
THE BANK OF NEW YORK MELLON10+ years Filed as: U.S. BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $24,712 |
KENNEDY LAW FIRM6 years Service code 29 · EIN 82-4975249 | Legal | $19,890 |
US BANK6 years Filed as: MUFG UNION BANK Service code 49 · EIN 94-0304228 | Other Services | $15,042 |
ALSWEET ASSOCIATES8 years Service code 10 · EIN 95-2766134 | Accounting | $8,154 |
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 | $49,447 | $241,850-79.6% | $102,437-51.7% | $200,096-75.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 6.60% | 17.67%-11.1pp | 24.95%-18.3pp | 34.26%-27.7pp |
| Employer contribution / active EE | $2,774 | $4,253-34.8% | $3,871-28.3% | $3,038-8.7% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $156 | $288-45.7% | $8,388-98.1% | $269-41.9% |