| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 180 N LASALLE · CHICAGO, IL 60601 | Advisory (Plan) | $1,272,732 |
BOSTON PARTNERS2 years Service code 28 · EIN 98-0202744 60 EAST 42ND STREET, SUITE 1550 · NEW YORK, NY 10065 | Investment Management | $1,035,187 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 13-1868136 BOX 5488 · BOSTON, MA 02284 | Investment management fees paid direc... | $854,145 |
DRIEHAUS CAPITAL MANAGEMENT LLC4+ years Filed as: DRIEHAUS CAPITAL MANAGEMENT Service code 28 · EIN 20-3634295 PO BOX 10127 · CHICAGO, IL 60610 | Investment Management | $570,625 |
FEINBERG, DUMONT & BRENNAN4+ years Filed as: FEINBERG, CAMPBELL & ZACK Service code 29 · EIN 04-2738936 177 MILK STREET · BOSTON, MA 02109 | Legal | $544,077 |
UNION INSURANCE GROUP3 years Service code 23 · EIN 36-4226088 303 W ERIE ST STE310 · CHICAGO, IL 60654 | Insurance services; Direct payment fr... | $485,204 |
EDWARD JONES4+ years Filed as: EDWARD GRODEN Service code 30 · EIN 04-6372430 1 WALL STREET · BURLINGTON, MA 01803 | Direct payment from the plan; Employe... | $437,027 |
GAMCO ASSET MANAGEMENT4+ years Filed as: GAMCO Service code 28 · EIN 13-4044521 ONE CORPORATE CENTER · RYE, NY 10580 | Investment Management | $328,463 |
Filed as: SIERRA INVESTMENT Service code 28 · EIN 68-0370668 PO BOX 5727 · VACAVILLE, CA 95696 | Investment Management | $257,746 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 PO BOX 8500 · PHILADELPHIA, PA 19178 | Legal | $253,596 |
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 | $894,319,009-100.0% | $94,563-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 0.29% | 24.48%-24.2pp | 16.32%-16.0pp | 24.48%-24.2pp |
| Employer contribution / active EE | $20,614 | $9,418+118.9% | $31,806-35.2% | $9,418+118.9% |
| Participant deferral / active EE | $0 | $501-100.0% | $211-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $0 | $2,968,729-100.0% |