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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 180 N LASALLE · CHICAGO, IL 60601 | Advisory (Plan) | $980,000 |
UNION INSURANCE GROUP9 years Service code 23 · EIN 36-4226088 303 W ERIE ST STE310 · CHICAGO, IL 60654 | Direct payment from the plan; Insuran... | $805,337 |
STATE STREET GLOBAL ADVISORS10+ years Service code 18 · EIN 13-1868136 BOX 5488 · BOSTON, MA 02284 | Custodial (other than securities); In... | $661,539 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 PO BOX 8500 · PHILADELPHIA, PA 19178 | Legal | $639,508 |
Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 71 SOUTH WACKER DR SUITE 800 · CHICAGO, IL 60606 | Investment Management | $541,927 |
LOOMIS SAYLES1 year Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $540,809 |
FEINBERG, DUMONT & BRENNAN4 years Service code 29 · EIN 04-2738936 177 MILK STREET · BOSTON, MA 02109 | Legal | $424,454 |
EDWARD JONES10+ years Filed as: EDWARD GRODEN Service code 30 · EIN 04-6372430 1 WALL STREET · BURLINGTON, MA 01803 | Direct payment from the plan; Employe... | $423,107 |
Filed as: DANIEL GREENE Service code 30 · EIN 04-6372430 1 WALL STREET · BURLINGTON, MA 01803 | Direct payment from the plan; Employe... | $419,626 |
BOSTON PARTNERS8 years Service code 28 · EIN 98-0202744 60 EAST 42ND STREET, SUITE 1550 · NEW YORK, NY 10065 | Investment Management | $395,885 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 4.05% | 9.48%-5.4pp | 22.75%-18.7pp | 9.48%-5.4pp |
| Employer contribution / active EE | $18,951 | $11,440+65.7% | $32,793-42.2% | $11,440+65.7% |
| Participant deferral / active EE | $0 | $1,161-100.0% | $100-100.0% | $1,161-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |