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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER6+ years Service code 28 · EIN 45-3328488 | Investment Management | $145,708 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $111,740 |
STACEY BRAUN ASSOCIATES, INC.6+ years Filed as: STACY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 | Investment Management | $85,706 |
AB FUNDS6+ years Filed as: INTECH US LARGE CAP GROWTH FUND LLC Service code 28 · EIN 20-0055624 | Investment Management | $80,932 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $80,500 |
ASB CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0618452 | Investment Management | $72,643 |
Filed as: MESIROW FINANCIAL Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $65,642 |
BLITMAN & KING6+ years Service code 29 · EIN 16-1047304 | Legal | $64,636 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $61,244 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $61,177 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 26.96% | 24.46%+2.5pp | 11.08%+15.9pp | 13.24%+13.7pp |
| Employer contribution / active EE | $17,256 | $11,981+44.0% | $28,418-39.3% | $14,616+18.1% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |