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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5 years Service code 13 · EIN 38-2383171 | Contract Administrator | $108,510 |
WEDGE CAPITAL MANAGEMENT7 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $97,986 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $80,000 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $36,750 |
MELISSA W. COOK & ASSOCIATES9+ years Filed as: MELISSA W COOK & ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $24,044 |
THE BANK OF NEW YORK MELLON9+ years Filed as: U.S. BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $20,077 |
KENNEDY LAW FIRM5 years Service code 29 · EIN 82-4975249 | Legal | $18,335 |
ALSWEET ASSOCIATES7 years Service code 10 · EIN 95-2766134 | Accounting | $8,266 |
US BANK5 years Filed as: MUFG UNION BANK Service code 49 · EIN 94-0304228 | Other Services | $6,860 |
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 | $48,388 | $88,479-45.3% | $96,515-49.9% | $80,157-39.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 6.31% | 22.53%-16.2pp | 35.73%-29.4pp | 40.39%-34.1pp |
| Employer contribution / active EE | $2,297 | $4,177-45.0% | $3,740-38.6% | $2,977-22.9% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,015-100.0% |
| Admin fee / account holder | $131 | $211-37.9% | $6,735-98.1% | $145-9.5% |