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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $159,438 |
RBC GLOBAL ASSET MANAGEMENT8+ years Filed as: RBC GLOBAL MANAGEMENT, INC. Service code 28 · EIN 41-1460668 | Investment Management | $142,903 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO Service code 28 · EIN 95-3692822 | Investment Management | $120,747 |
FOUNDRY PARTNERS8+ years Service code 28 700 W SAINT CLAIR AVENUE · CLEVELAND, OH 44113 | Investment Management | $112,551 |
DREMAN VALUE MANAGEMENT, LLC8+ years Service code 28 · EIN 22-3499132 | Investment Management | $102,263 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $74,646 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $66,750 |
TIFFANY MILLER1 year Filed as: TIFFANY CLARKE Service code 30 · EIN 34-0553590 | Employee (plan) | $59,013 |
Service code 29 · EIN 34-1718740 | Legal | $54,396 |
ANDCO CONSULTING6 years Service code 28 · EIN 59-3676225 | Investment Management | $54,000 |
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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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -12.83% | 38.53%-51.4pp | -3.21%-9.6pp | 2.77%-15.6pp |
| Employer contribution / active EE | $18,533 | $14,659+26.4% | $46,051-59.8% | $15,262+21.4% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |