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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $83,856 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 56-1557450 | Investment Management | $82,276 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 16 · EIN 58-2432390 | Consulting | $80,000 |
INVESCO2+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $74,918 |
MELISSA W. COOK & ASSOCIATES2+ years Filed as: MELISSA W COOK & ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $40,667 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $33,400 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $11,434 |
ALL TRADES FINANCIAL SERVICES2+ years Service code 10 · EIN 20-2476294 | Accounting | $6,650 |
BARNEY & BARNEY1 year Service code 53 · EIN 36-1436000 | Insurance Commissions | $0 |
COMERICA BANK1 year Filed as: COMERICA Service code 18 · EIN 42-1741646 | Other investment fees and expenses; S... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,595 | $54,392-29.0% | $84,753-54.5% | $63,975-39.7% |
| Participation rate | 99.9% | 76.9%+23.0pp | 76.6%+23.3pp | 71.1%+28.7pp |
| Annual return | 4.85% | 611.38%-606.5pp | 22.78%-17.9pp | 48.65%-43.8pp |
| Employer contribution / active EE | $1,501 | $2,943-49.0% | $3,574-58.0% | $2,182-31.2% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $125 | $136-7.8% | $5,333-97.7% | $70+77.9% |