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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $241,269 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 222 BERKELEY STREET · BOSTON, MA 02116 | Investment Management | $171,779 |
SCHULTE ROTH & ZABEL LLP1+ years Service code 29 919 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $143,652 |
CAREY R. WOOTON1+ years Service code 30 · EIN 22-6250252 2001 EAST THIRD STREET · BLOOMINGTON, IN 47401 | Employee (plan); Direct payment from ... | $132,086 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP INC Service code 27 · EIN 36-3555078 | Advisory (Plan) | $118,000 |
GOLDMAN SACHS1+ years Filed as: KPS PARTNERSHIP Service code 28 485 LEXINGTON AVENUE 31ST FLOOR · NEW YORK, NY 10017 | Investment Management | $93,631 |
SEI INVESTMENTS1+ years Filed as: COOKE & BIELER Service code 28 · EIN 23-3082822 | Investment Management | $75,825 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $72,235 |
WENWORTH, HAUSER & VIOLICH1+ years Service code 28 301 BATTERY STREET · SAN FRANSISCO, CA 94111 | Investment Management | $71,492 |
TERESA D. COLLINGS1+ years Service code 30 · EIN 22-6250252 2001 EAST THIRD STREET · BLOOMINGTON, IN 47401 | Direct payment from the plan; Employe... | $68,249 |
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Participant contribution per participant 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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 2.40% | -0.09%+2.5pp | -0.81%+3.2pp | 1.67%+0.7pp |
| Employer contribution / active EE | $10,404 | $11,440-9.1% | $38,425-72.9% | $10,506-1.0% |
| Participant deferral / active EE | $38 | $23+67.3% | $315-87.8% | $1,562-97.5% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |