| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 180 N LASALLE · CHICAGO, IL 60601 | Advisory (Plan) | $1,562,500 |
DRIEHAUS CAPITAL MANAGEMENT LLC3+ years Filed as: DRIEHAUS CAPITAL MANAGEMENT Service code 28 · EIN 20-3634295 PO BOX 10127 · CHICAGO, IL 60610 | Investment Management | $703,906 |
MONDRIAN INVESTMENT GROUP3+ years Filed as: MONDRIAN Service code 28 · EIN 98-0117968 TWO COMMERCE SQUARE · PHILADEPHIA, PA 19103 | Investment Management | $686,983 |
FEINBERG, DUMONT & BRENNAN3+ years Filed as: FEINBERG, CAMPBELL & ZACK Service code 29 · EIN 04-2738936 177 MILK STREET · BOSTON, MA 02109 | Legal | $667,166 |
BOSTON PARTNERS1 year Service code 28 · EIN 98-0202744 60 EAST 42ND STREET, SUITE 1550 · NEW YORK, NY 10065 | Investment Management | $480,016 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT (TEMPLETON) Service code 28 · EIN 68-0370668 PO BOX 5727 · VACAVILLE, CA 95696 | Investment Management | $460,102 |
UNION INSURANCE GROUP2 years Service code 23 · EIN 36-4226088 303 W ERIE ST STE310 · CHICAGO, IL 60654 | Insurance services; Direct payment fr... | $460,020 |
EDWARD JONES3+ years Filed as: EDWARD GRODEN Service code 30 · EIN 04-6372430 1 WALL STREET · BURLINGTON, MA 01803 | Direct payment from the plan; Employe... | $424,968 |
GAMCO ASSET MANAGEMENT3+ years Filed as: GAMCO Service code 28 · EIN 13-4044521 ONE CORPORATE CENTER · RYE, NY 10580 | Investment Management | $334,223 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 PO BOX 8500 · PHILADELPHIA, PA 19178 | Legal | $318,740 |
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 | $7,764,297-100.0% | $280,855-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | 3.63% | -1.95%+5.6pp | -0.70%+4.3pp | -1.95%+5.6pp |
| Employer contribution / active EE | $18,408 | $9,243+99.2% | $28,903-36.3% | $9,243+99.2% |
| Participant deferral / active EE | $0 | $425-100.0% | $148-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,852-100.0% | $62,356-100.0% |