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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO ASSET MANAGEMENT Service code 28 115 S. LASALLE, 11TH FLOOR · CHICAGO, IL 60603 | Investment Management | $251,061 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $112,711 |
RBC GLOBAL ASSET MANAGEMENT1+ years Service code 28 · EIN 41-1460668 | Investment Management | $109,180 |
AMERICAN REALTY ADVISORS1+ years Filed as: MACKAY SHIELDS Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $107,921 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 28 · EIN 13-5160382 | Investment Management | $98,074 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON Service code 28 1801 E. 9TH STREET, SUITE 1400 · CLEVELAND, OH 44114 | Investment Management | $77,264 |
M&T INVESTMENT GROUP1+ years Service code 28 · EIN 22-2302218 | Investment Management | $63,570 |
AMERICAN FUNDS1+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND, Service code 28 · EIN 45-5287411 | Investment Management | $61,938 |
KENNEDY CAPITAL MANAGEMENT1+ years Filed as: KENNEDY, JENNIK & MURRAY, P.C. Service code 29 · EIN 25-1919594 | Legal | $52,468 |
SITARA N HINES1+ years Filed as: SITARA N. HINES Service code 30 · EIN 13-6106419 | Direct payment from the plan; Employe... | $36,178 |
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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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 1.40% | -0.09%+1.5pp | -0.81%+2.2pp | 1.67%-0.3pp |
| Employer contribution / active EE | $13,528 | $11,440+18.3% | $38,425-64.8% | $10,506+28.8% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |