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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT4 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $122,237 |
BENESYS, INC.2 years Service code 13 · EIN 38-2383171 | Contract Administrator | $94,368 |
INVESCO6+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $81,380 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $80,000 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $36,000 |
MELISSA W. COOK & ASSOCIATES6+ years Filed as: MELISSA W COOK & ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $19,460 |
THE BANK OF NEW YORK MELLON6+ years Filed as: U.S. BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $13,996 |
US BANK2 years Filed as: MUFG UNION BANK Service code 49 · EIN 94-0304228 | Other Services | $12,191 |
KENNEDY LAW FIRM2 years Service code 29 · EIN 82-4975249 | Legal | $8,348 |
ALSWEET ASSOCIATES4 years Service code 10 · EIN 95-2766134 | Accounting | $8,099 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,563 | $81,719-41.8% | $101,275-53.0% | $90,274-47.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 7.91% | 337.64%-329.7pp | 46.48%-38.6pp | 53.97%-46.1pp |
| Employer contribution / active EE | $2,556 | $3,622-29.4% | $3,660-30.2% | $2,523+1.3% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $151 | $162-6.5% | $5,948-97.5% | $114+32.7% |