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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $489,497 |
PERRY N. BLACKMAN, CPA2+ years Service code 10 · EIN 23-2244789 | Accounting | $347,347 |
Filed as: PROGRESS INVESTMENT MANAGEMENT Service code 28 445 PARK AVENUE, 10TH FL. · NEW YORK, NY 10022 | Investment Management | $334,100 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 101 YGNACIO VALLEY ROAD · WALNUT CREEK, CA 94596 | Investment Management | $332,184 |
Service code 28 1270 SOLDIERS FIELD RD · BRIGHTON, MA 02135 | Investment Management | $317,309 |
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD Service code 28 1251 AVENUE OF THE AMERICAS, 33RD F · NEW YORK, NY 10020 | Investment Management | $287,192 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT, INC. Service code 28 45 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $270,538 |
WELLINGTON TRUST COMPANY2+ years Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $195,500 |
COLUMBIA PARTNERS2+ years Filed as: COLUMBIA PARTNERS, LLC Service code 28 · EIN 52-1940739 | Investment Management | $158,023 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 23-2981986 | Investment Management | $132,191 |
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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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 12.14% | 12.92%-0.8pp | 10.36%+1.8pp | 17.84%-5.7pp |
| Employer contribution / active EE | $17,608 | $14,070+25.2% | $37,738-53.3% | $14,688+19.9% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |