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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA6+ years Filed as: BMO ASSET MANAGEMENT Service code 28 115 S. LASALLE, 11TH FLOOR · CHICAGO, IL 60603 | Investment Management | $243,578 |
AMERICAN FUNDS5 years Filed as: CRESCENT CAPITAL Service code 28 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $133,226 |
GCM GROSVENOR1 year Filed as: GROSVENOR CAPITAL MANAGEMENT, L.P Service code 28 · EIN 36-3795985 900 NORTH MICHIGAN AVENUE · CHICAGO, IL 11000 | Investment Management | $113,113 |
FENIMORE ASSET MANAGEMENT3 years Service code 28 384 N GRAND ST · COBLESKILL, NY 12043 | Investment Management | $107,808 |
WILMINGTON TRUST5 years Filed as: WILMINGTON TRUST, NA Service code 27 · EIN 16-1486454 | Advisory (Plan) | $96,939 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $72,000 |
SITARA N HINES5 years Service code 30 · EIN 13-6106419 | Direct payment from the plan; Employe... | $60,566 |
RBC GLOBAL ASSET MANAGEMENT6+ years Service code 28 · EIN 41-1460668 | Investment Management | $58,288 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 8403 COLESVILLE ROAD, 13TH FLR · SILVER SPRING, MD 20910 | Investment Management | $55,758 |
AMERICAN REALTY ADVISORS6+ years Filed as: MACKAY SHIELDS Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $53,183 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 11.00% | 6.82%+4.2pp | 8.01%+3.0pp | 12.86%-1.9pp |
| Employer contribution / active EE | $11,927 | $12,695-6.1% | $29,476-59.5% | $13,687-12.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |