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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT5 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $107,346 |
BENESYS, INC.3 years Service code 13 · EIN 38-2383171 | Contract Administrator | $97,920 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $80,000 |
INVESCO7+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $75,669 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $36,000 |
MELISSA W. COOK & ASSOCIATES7+ years Filed as: MELISSA W COOK & ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $21,428 |
THE BANK OF NEW YORK MELLON7+ years Filed as: U.S. BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $14,089 |
US BANK3 years Filed as: MUFG UNION BANK Service code 49 · EIN 94-0304228 | Other Services | $13,229 |
KENNEDY LAW FIRM3 years Service code 29 · EIN 82-4975249 | Legal | $11,053 |
ALSWEET ASSOCIATES5 years Service code 10 · EIN 95-2766134 | Accounting | $7,369 |
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 | $49,742 | $88,770-44.0% | $109,173-54.4% | $93,010-46.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 7.92% | 60.64%-52.7pp | 25.75%-17.8pp | 158.70%-150.8pp |
| Employer contribution / active EE | $2,488 | $3,780-34.2% | $3,723-33.2% | $2,705-8.0% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,654-100.0% | $4,561-100.0% |
| Admin fee / account holder | $147 | $172-14.6% | $6,755-97.8% | $152-3.0% |