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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER5+ years Service code 28 · EIN 45-3328488 | Investment Management | $129,193 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $110,191 |
STACEY BRAUN ASSOCIATES, INC.5+ years Filed as: STACY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 | Investment Management | $80,112 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $78,085 |
AB FUNDS5+ years Filed as: INTECH US LARGE CAP GROWTH FUND LLC Service code 28 · EIN 20-0055624 | Investment Management | $73,233 |
ASB CAPITAL MANAGEMENT5+ years Service code 28 · EIN 80-0618452 | Investment Management | $70,264 |
BLITMAN & KING5+ years Service code 29 · EIN 16-1047304 | Legal | $63,168 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $60,182 |
Filed as: MESIROW FINANCIAL Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $60,000 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $57,297 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 1.78% | 6.41%-4.6pp | 8.01%-6.2pp | 11.45%-9.7pp |
| Employer contribution / active EE | $15,512 | $11,592+33.8% | $29,476-47.4% | $17,219-9.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |