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| Provider | Service type | Compensation |
|---|---|---|
STEWART C. MILLER & CO., INC.3+ years Service code 10 · EIN 35-1820020 | Accounting | $348,020 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 | Investment Management | $265,009 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPTIAL MANAGEMENT Service code 28 · EIN 56-1557450 | Investment Management | $208,514 |
FRONTIER CAPITAL MANAGEMENT3+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO LLC Service code 28 · EIN 04-3492668 | Investment Management | $194,928 |
Filed as: ASHER GITTLER & DALBA LTD Service code 29 · EIN 36-2786883 | Legal | $152,301 |
ULLICO3+ years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $147,862 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 2625 BUTTERFIELD ROAD, SUITE 138 · OAK BROOK, IL 60523 | Investment Management | $124,700 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $78,000 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $73,916 |
CHEIRON3+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $54,559 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 9.31% | 2.02%+7.3pp | -752.26%+761.6pp | 33.37%-24.1pp |
| Employer contribution / active EE | $11,028 | $12,422-11.2% | $31,802-65.3% | $11,253-2.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |