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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BRIDGEWAY BENEFIT TECHNOLOY Service code 15 · EIN 52-1796473 | Recordkeeping | $31,964 |
AMALGAMATED BANK9 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 | Investment Management | $15,240 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $15,060 |
SEGALL BRYANT & HAMILL10+ years Filed as: SEGALL BRYANT AND HAMMILL Service code 28 · EIN 35-2679129 | Investment Management | $14,230 |
WILMINGTON TRUST10+ years Filed as: MANUFACTURERS AND TRADERS TRUST CO. Service code 19 · EIN 16-0538020 | Securities Custodian | $14,191 |
HOLM & O'HARA10+ years Service code 29 · EIN 13-3591118 | Legal | $11,782 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $11,250 |
MSPC8 years Service code 10 · EIN 22-2951202 | Accounting | $9,759 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,377 | $86,882-74.2% | $150,734-85.2% | $69,255-67.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 78.4%+21.6pp | 69.0%+31.0pp |
| Annual return | 6.62% | 10.69%-4.1pp | 600.81%-594.2pp | 26.73%-20.1pp |
| Employer contribution / active EE | $5,381 | $5,194+3.6% | $4,918+9.4% | $2,645+103.4% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $269 | $630-57.3% | $14,905-98.2% | $733-63.3% |