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| Provider | Service type | Compensation |
|---|---|---|
ADAMS ADDRESSING ASSOCIATES2 years Filed as: ADAMS STREET INVESTMENT Service code 27 ONE NORTH WACKER DRIVE · CHICAGO, IL 066062823 | Advisory (Plan) | $53,020 |
CUNI, RUST & STRENK10+ years Service code 11 · EIN 31-1227755 | Actuarial | $49,500 |
NEWTOWER TRUST COMPANY3 years Service code 21 · EIN 20-1641876 | Bank Trustee | $41,108 |
CLARK, SCHAEFER, HACKETT & CO.10+ years Service code 10 · EIN 31-0800053 | Accounting | $38,895 |
ASB CAPITAL MANAGEMENT2 years Service code 28 · EIN 52-2288019 | Investment Management | $38,663 |
Filed as: EMPOWER TRUST COMPANY LLC Service code 21 · EIN 47-2534181 | Bank Trustee | $37,852 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 | Contract Administrator | $37,049 |
ASCENSUS LLC10+ years Filed as: LEDBETTER, PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $36,707 |
Service code 28 · EIN 51-0294065 | Investment Management | $33,163 |
NUVEEN1 year Filed as: NUVEEN, LLC Service code 28 P.O. BOX 219140 · KANSAS CITY, MO 641219140 | Investment Management | $28,408 |
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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 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 9.07% | 8.65%+0.4pp | 9.03%0pp | 10.20%-1.1pp |
| Employer contribution / active EE | $19,125 | $14,388+32.9% | $26,284-27.2% | $15,145+26.3% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |