| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES9+ years Service code 27 · EIN 36-3485298 180 N LASALLE · CHICAGO, IL 60601 | Advisory (Plan) | $980,000 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 PO BOX 8500 · PHILADELPHIA, PA 19178 | Legal | $954,482 |
UNION INSURANCE GROUP8 years Service code 23 · EIN 36-4226088 303 W ERIE ST STE310 · CHICAGO, IL 60654 | Direct payment from the plan; Insuran... | $790,716 |
STATE STREET GLOBAL ADVISORS9+ years Service code 18 · EIN 13-1868136 BOX 5488 · BOSTON, MA 02284 | Custodial (other than securities); In... | $570,278 |
EDWARD JONES9+ years Filed as: EDWARD GRODEN Service code 30 · EIN 04-6372430 1 WALL STREET · BURLINGTON, MA 01803 | Direct payment from the plan; Employe... | $490,728 |
DRIEHAUS CAPITAL MANAGEMENT LLC9+ years Filed as: DRIEHAUS CAPITAL MANAGEMENT Service code 28 · EIN 20-3634295 PO BOX 10127 · CHICAGO, IL 60610 | Investment Management | $371,426 |
Filed as: DANIEL GREENE Service code 30 · EIN 04-6372430 1 WALL STREET · BURLINGTON, MA 01803 | Employee (plan); Direct payment from ... | $369,970 |
FEINBERG, DUMONT & BRENNAN3 years Service code 29 · EIN 04-2738936 177 MILK STREET · BOSTON, MA 02109 | Legal | $349,636 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET, 14TH FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $311,300 |
BOSTON PARTNERS7 years Service code 28 · EIN 98-0202744 60 EAST 42ND STREET, SUITE 1550 · NEW YORK, NY 10065 | Investment Management | $282,902 |
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 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 181.01% | 8.85%+172.2pp | 10.53%+170.5pp | 8.85%+172.2pp |
| Employer contribution / active EE | $20,325 | $8,529+138.3% | $26,797-24.2% | $8,529+138.3% |
| Participant deferral / active EE | $0 | $399-100.0% | $122-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |