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| Provider | Service type | Compensation |
|---|---|---|
STEWART C. MILLER & CO., INC.5+ years Service code 10 · EIN 35-1820020 | Accounting | $443,232 |
ULLICO5+ years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $393,243 |
ASB CAPITAL MANAGEMENT5+ years Service code 28 · EIN 80-0618452 | Investment Management | $250,541 |
FRONTIER CAPITAL MANAGEMENT5+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO LLC Service code 28 · EIN 04-3492668 | Investment Management | $186,588 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 2625 BUTTERFIELD ROAD, SUITE 138 · OAK BROOK, IL 60523 | Investment Management | $160,051 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $141,486 |
WEDGE CAPITAL MANAGEMENT5+ years Filed as: WEDGE CAPTIAL MANAGEMENT Service code 28 · EIN 56-1557450 | Investment Management | $137,405 |
Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $125,450 |
CHEIRON5+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $103,706 |
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $86,000 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 2.94% | 6.82%-3.9pp | 8.01%-5.1pp | 12.86%-9.9pp |
| Employer contribution / active EE | $11,846 | $12,695-6.7% | $29,476-59.8% | $13,687-13.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |