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| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP2+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $172,811 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL CO. (EASTERN STATES) INC. Service code 11 · EIN 13-1835864 | Actuarial | $77,025 |
COLLERAN, O'HARA & MILLS LLP2+ years Filed as: COLLERAN, O'HARA & MILLS, LLP Service code 29 · EIN 11-2940050 | Legal | $39,112 |
WILLIAM BLAIR1 year Filed as: WILLIAM ECKLUND Service code 29 15 LARKSPUR LANE · NORTH OAKS, MN 55127 | Legal | $37,253 |
WILLIAM BLAIR2+ years Filed as: WILLIAM I. SHUZMAN, P.C. Service code 29 · EIN 13-3386674 | Legal | $32,794 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $27,000 |
INCOME RESEARCH & MANAGEMENT2+ years Service code 28 · EIN 04-2955404 | Investment Management | $17,254 |
Filed as: STOUT RISIUS ROSS INC. Service code 29 · EIN 38-3003685 | Legal | $16,628 |
THE SEGAL COMPANY2+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance services; Insurance brokera... | $9,096 |
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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 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 5.15% | 11.16%-6.0pp | 10.36%-5.2pp | 10.41%-5.3pp |
| Employer contribution / active EE | $47,322 | $16,610+184.9% | $37,738+25.4% | $14,691+222.1% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |