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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER9+ years Service code 28 · EIN 45-3328488 | Investment Management | $147,300 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $128,288 |
JOSEPH W. MCCARTHY & ASSOCIATES9+ years Filed as: JOSEPH W. MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $105,368 |
STACEY BRAUN ASSOCIATES, INC.9+ years Filed as: STACY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 | Investment Management | $100,685 |
MARCO CONSULTING GROUP9+ years Filed as: MARCO CONSULTING GROUP, INC Service code 27 · EIN 36-3555078 | Advisory (Plan) | $86,000 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $80,500 |
Filed as: MESIROW FINANCIAL Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $76,624 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $71,347 |
BLITMAN & KING9+ years Service code 29 · EIN 16-1047304 | Legal | $67,139 |
ASB CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0618452 | Investment Management | $57,303 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.11% | 11.08%-3.0pp | 8.10%0pp | 8.76%-0.7pp |
| Employer contribution / active EE | $18,178 | $13,910+30.7% | $28,649-36.6% | $16,664+9.1% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |