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| Provider | Service type | Compensation |
|---|---|---|
STEWART C. MILLER & CO., INC.2+ years Service code 10 · EIN 35-1820020 | Accounting | $327,922 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 | Investment Management | $230,866 |
FRONTIER CAPITAL MANAGEMENT2+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO LLC Service code 28 · EIN 04-3492668 | Investment Management | $193,212 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPTIAL MANAGEMENT Service code 28 · EIN 56-1557450 | Investment Management | $191,064 |
ULLICO2+ years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $142,083 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 2625 BUTTERFIELD ROAD, SUITE 138 · OAK BROOK, IL 60523 | Investment Management | $107,174 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $78,000 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $71,719 |
CHEIRON2+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $57,380 |
ASHER, GITTLER & D'ALBA, LTD.2+ years Filed as: ASHER GITTLER DALBA LTD Service code 29 · EIN 36-2786883 | Legal | $47,864 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.64% | 12.33%-1.7pp | 8.32%+2.3pp | 17.84%-7.2pp |
| Employer contribution / active EE | $11,492 | $11,641-1.3% | $30,793-62.7% | $14,688-21.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |