| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES6+ years Service code 27 · EIN 36-3485298 180 N LASALLE · CHICAGO, IL 60601 | Advisory (Plan) | $1,326,667 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 13-1868136 BOX 5488 · BOSTON, MA 02284 | Custodial (other than securities); In... | $864,188 |
DRIEHAUS CAPITAL MANAGEMENT LLC6+ years Filed as: DRIEHAUS CAPITAL MANAGEMENT Service code 28 · EIN 20-3634295 PO BOX 10127 · CHICAGO, IL 60610 | Investment Management | $603,300 |
UNION INSURANCE GROUP5 years Service code 23 · EIN 36-4226088 303 W ERIE ST STE310 · CHICAGO, IL 60654 | Insurance services; Direct payment fr... | $552,307 |
FEINBERG, DUMONT & BRENNAN6+ years Filed as: FEINBERG, CAMPBELL & ZACK Service code 29 · EIN 04-2738936 177 MILK STREET · BOSTON, MA 02109 | Legal | $444,561 |
EDWARD JONES6+ years Filed as: EDWARD GRODEN Service code 30 · EIN 04-6372430 1 WALL STREET · BURLINGTON, MA 01803 | Direct payment from the plan; Employe... | $430,650 |
BOSTON PARTNERS4 years Service code 28 · EIN 98-0202744 60 EAST 42ND STREET, SUITE 1550 · NEW YORK, NY 10065 | Investment Management | $353,275 |
Filed as: DANIEL GREENE Service code 30 · EIN 04-6372430 1 WALL STREET · BURLINGTON, MA 01803 | Direct payment from the plan; Employe... | $324,360 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET, 14TH FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $256,856 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 200 NEW PORT AVE · QUINCY, MA 02171 | Directed Trustee | $256,250 |
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 | $490,804-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 10.89% | 13.51%-2.6pp | 14.84%-4.0pp | 13.51%-2.6pp |
| Employer contribution / active EE | $12,754 | $8,170+56.1% | $37,950-66.4% | $8,170+56.1% |
| Participant deferral / active EE | $0 | $488-100.0% | $127-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $1-100.0% | - |