| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 180 N LASALLE · CHICAGO, IL 60601 | Advisory (Plan) | $1,157,870 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 PO BOX 8500 · PHILADELPHIA, PA 19178 | Legal | $698,963 |
UNION INSURANCE GROUP7 years Service code 23 · EIN 36-4226088 303 W ERIE ST STE310 · CHICAGO, IL 60654 | Direct payment from the plan; Insuran... | $693,552 |
STATE STREET GLOBAL ADVISORS8+ years Service code 18 · EIN 13-1868136 BOX 5488 · BOSTON, MA 02284 | Investment management; Custodial (oth... | $635,125 |
EDWARD JONES8+ years Filed as: EDWARD GRODEN Service code 30 · EIN 04-6372430 1 WALL STREET · BURLINGTON, MA 01803 | Employee (plan); Direct payment from ... | $469,873 |
DRIEHAUS CAPITAL MANAGEMENT LLC8+ years Filed as: DRIEHAUS CAPITAL MANAGEMENT Service code 28 · EIN 20-3634295 PO BOX 10127 · CHICAGO, IL 60610 | Investment Management | $450,682 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET, 14TH FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $414,053 |
Filed as: DANIEL GREENE Service code 30 · EIN 04-6372430 1 WALL STREET · BURLINGTON, MA 01803 | Direct payment from the plan; Employe... | $345,706 |
BOSTON PARTNERS6 years Service code 28 · EIN 98-0202744 60 EAST 42ND STREET, SUITE 1550 · NEW YORK, NY 10065 | Investment Management | $332,905 |
FEINBERG, DUMONT & BRENNAN2 years Service code 29 · EIN 04-2738936 177 MILK STREET · BOSTON, MA 02109 | Legal | $267,136 |
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 | $0 | $7,193,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 3.01% | 13.18%-10.2pp | 78.62%-75.6pp | 13.18%-10.2pp |
| Employer contribution / active EE | $19,997 | $8,469+136.1% | $31,646-36.8% | $8,469+136.1% |
| Participant deferral / active EE | $0 | $322-100.0% | $101-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | - |