| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 180 N LASALLE · CHICAGO, IL 60601 | Advisory (Plan) | $1,405,033 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 98-0202744 909 THIRD AVE · NEW YORK, NY 10022 | Investment Management | $883,396 |
FEINBERG, DUMONT & BRENNAN1+ years Filed as: FEINBERG, CAMPBELL & ZACK Service code 29 · EIN 04-2738936 177 MILK STREET · BOSTON, MA 02109 | Legal | $665,699 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN Service code 28 · EIN 98-0117968 TWO COMMERCE SQUARE · PHILADEPHIA, PA 19103 | Investment Management | $593,500 |
DRIEHAUS CAPITAL MANAGEMENT LLC1+ years Filed as: DRIEHAUS CAPITAL MANAGEMENT Service code 28 · EIN 20-3634295 PO BOX 10127 · CHICAGO, IL 60610 | Investment Management | $588,031 |
AM WINS BROKERAGE1+ years Service code 22 · EIN 22-3297313 PO BOX 60343 · CHARLOTTE, NC 28260 | Insurance Broker | $507,606 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT (TEMPLETON) Service code 28 · EIN 68-0370668 PO BOX 5727 · VACAVILLE, CA 95696 | Investment Management | $505,531 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON Service code 11 · EIN 53-0181291 8601 GEORGIA AVE · SILVER SPRING, MD 20910 | Actuarial | $405,598 |
EDWARD JONES1+ years Filed as: EDWARD GRODEN Service code 30 · EIN 04-6372430 1 WALL STREET · BURLINGTON, MA 01803 | Direct payment from the plan; Employe... | $405,430 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES LANGONE Service code 30 · EIN 04-6372430 1 WALL STREET · BURLINGTON, MA 01803 | Employee (plan); Direct payment from ... | $342,644 |
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 | $40,289-100.0% | $442,730-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 12.5%-12.5pp | 4.2%-4.2pp |
| Annual return | 1.15% | 10.64%-9.5pp | 4.72%-3.6pp | 10.64%-9.5pp |
| Employer contribution / active EE | $22,022 | $11,561+90.5% | $30,821-28.5% | $11,561+90.5% |
| Participant deferral / active EE | $0 | $347-100.0% | $113-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $2,146-100.0% | $312-100.0% |