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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA3+ years Filed as: BMO ASSET MANAGEMENT Service code 28 115 S. LASALLE, 11TH FLOOR · CHICAGO, IL 60603 | Investment Management | $295,990 |
BOYD WATTERSON ASSET MANAGEMENT3+ years Filed as: BOYD WATTERSON Service code 28 1801 E. 9TH STREET, SUITE 1400 · CLEVELAND, OH 44114 | Investment Management | $134,684 |
AMERICAN REALTY ADVISORS3+ years Filed as: MACKAY SHIELDS Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $113,376 |
Filed as: KENNEDY, JENNIK & MURRAY P.C. Service code 29 · EIN 25-1919594 | Legal | $111,536 |
PROSKAUER ROSE LLP1 year Service code 29 · EIN 13-1840454 | Legal | $106,539 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $101,609 |
RBC GLOBAL ASSET MANAGEMENT3+ years Service code 28 · EIN 41-1460668 | Investment Management | $99,012 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST, NA Service code 27 · EIN 16-1486454 | Advisory (Plan) | $76,873 |
AMERICAN FUNDS2 years Filed as: CRESCENT CAPITAL Service code 28 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $68,491 |
FITZSIMMONS ABRAMS, LLP3+ years Service code 10 · EIN 13-2858927 | Accounting | $62,948 |
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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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 15.27% | 12.92%+2.4pp | 10.36%+4.9pp | 17.84%-2.6pp |
| Employer contribution / active EE | $12,432 | $14,070-11.6% | $37,738-67.1% | $14,688-15.4% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |