| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485298 180 N LASALLE · CHICAGO, IL 60601 | Advisory (Plan) | $1,160,000 |
STATE STREET GLOBAL ADVISORS7+ years Service code 18 · EIN 13-1868136 BOX 5488 · BOSTON, MA 02284 | Investment management fees paid direc... | $776,489 |
UNION INSURANCE GROUP6 years Service code 23 · EIN 36-4226088 303 W ERIE ST STE310 · CHICAGO, IL 60654 | Direct payment from the plan; Insuran... | $594,957 |
DRIEHAUS CAPITAL MANAGEMENT LLC7+ years Filed as: DRIEHAUS CAPITAL MANAGEMENT Service code 28 · EIN 20-3634295 PO BOX 10127 · CHICAGO, IL 60610 | Investment Management | $544,598 |
EDWARD JONES7+ years Filed as: EDWARD GRODEN Service code 30 · EIN 04-6372430 1 WALL STREET · BURLINGTON, MA 01803 | Employee (plan); Direct payment from ... | $449,521 |
Service code 29 · EIN 04-2738936 177 MILK STREET · BOSTON, MA 02109 | Legal | $384,327 |
BOSTON PARTNERS5 years Service code 28 · EIN 98-0202744 60 EAST 42ND STREET, SUITE 1550 · NEW YORK, NY 10065 | Investment Management | $346,571 |
Filed as: DANIEL GREENE Service code 30 · EIN 04-6372430 1 WALL STREET · BURLINGTON, MA 01803 | Direct payment from the plan; Employe... | $341,092 |
GAMCO ASSET MANAGEMENT7+ years Filed as: GAMCO Service code 28 · EIN 13-4044521 ONE CORPORATE CENTER · RYE, NY 10580 | Investment Management | $279,694 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET, 14TH FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $211,300 |
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 | $1,469,698-100.0% | - | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -5.57% | 7.68%-13.2pp | 22.50%-28.1pp | 7.68%-13.2pp |
| Employer contribution / active EE | $11,106 | $9,142+21.5% | $33,849-67.2% | $9,142+21.5% |
| Participant deferral / active EE | $0 | $462-100.0% | $101-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | - | $19,323-100.0% |