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| Provider | Service type | Compensation |
|---|---|---|
INVESCO2+ years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $90,720 |
SLEVIN & HART, P.C.2+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $87,625 |
CHICAGO EQUITY PARTNERS2+ years Filed as: CHICAGO EQUITY PARTNERS, LLC Service code 28 · EIN 36-4338679 | Investment Management | $60,289 |
PREZIOSO, GIANCARLO2+ years Service code 30 · EIN 22-6255484 | Direct payment from the plan; Employe... | $58,517 |
Filed as: FIRST ACTUARIAL CONSULTING TEAM LCC Service code 11 · EIN 26-3842522 | Actuarial | $50,075 |
FIAM LLC2+ years Service code 28 · EIN 04-3532603 | Investment Management | $46,999 |
SEGALL BRYANT & HAMILL2+ years Service code 28 · EIN 41-1788385 | Investment Management | $39,099 |
COHEN & STEERS1 year Filed as: COHEN LEDER MONTALBANO CONNAUGHTON Service code 29 · EIN 04-3669184 | Legal | $34,702 |
NEPC, LLC1 year Filed as: NEPC Service code 28 · EIN 26-1429809 | Investment Management | $33,625 |
BOGGESS, CINDY2+ years Service code 30 · EIN 22-6255484 | Direct payment from the plan; Employe... | $32,730 |
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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 | $46,757-100.0% | $85,985-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 11.3%-11.3pp |
| Annual return | 23.28% | 9.21%+14.1pp | 14.20%+9.1pp | 10.41%+12.9pp |
| Employer contribution / active EE | $16,693 | $20,031-16.7% | $27,968-40.3% | $14,691+13.6% |
| Participant deferral / active EE | $0 | $226-100.0% | $576-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $6,028-100.0% | $2,646-100.0% |