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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $99,183 |
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 | Investment Management | $94,850 |
MANNING & NAPIER3+ years Service code 28 · EIN 45-3328488 | Investment Management | $93,485 |
Filed as: MESIROW FINANCIAL Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $80,000 |
BLITMAN & KING3+ years Service code 29 · EIN 16-1047304 | Legal | $68,764 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 | Investment Management | $64,572 |
AB FUNDS3+ years Filed as: INTECH US LARGE CAP GROWTH FUND LLC Service code 28 · EIN 20-0055624 | Investment Management | $62,481 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $54,211 |
MARCO CONSULTING GROUP3+ years Filed as: MARCO CONSULTING GROUP, INC Service code 27 · EIN 36-3555078 | Advisory (Plan) | $52,500 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $40,442 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 7.34% | 4.25%+3.1pp | -752.26%+759.6pp | 0.19%+7.1pp |
| Employer contribution / active EE | $15,956 | $11,906+34.0% | $31,802-49.8% | $13,763+15.9% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |