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| Provider | Service type | Compensation |
|---|---|---|
LOGAN CIRCLE PARTNERS, LP2+ years Filed as: LOGAN CIRCLE Service code 28 · EIN 20-8262386 | Investment Management | $214,868 |
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Filed as: ZEIGLER CAPITAL MANAGEMENT LLC Service code 28 70 WEST MADISON ST · CHICAGO, IL 60602 | Investment Management | $166,641 |
ADVISORY RESEARCH2+ years Service code 28 · EIN 36-2831881 | Investment Management | $59,989 |
HUNTINGTON NATIONAL BANK2+ years Service code 13 · EIN 31-0966785 | Contract Administrator | $50,854 |
Filed as: ACADIAN ASSET MANAGEMENT Service code 28 ONE OFFICE SQUARE · BOSTON, MA 02109 | Investment Management | $23,407 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $14,339-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 1.8%-1.8pp |
| Annual return | 8.77% | 3.15%+5.6pp | 1.15%+7.6pp | 7.18%+1.6pp |
| Employer contribution / active EE | $11,461 | $18,767-38.9% | $26,339-56.5% | $13,095-12.5% |
| Participant deferral / active EE | $0 | $265-100.0% | $178-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,605-100.0% | $362-100.0% |