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| Provider | Service type | Compensation |
|---|---|---|
STEWART C. MILLER & CO., INC.6+ years Service code 10 · EIN 35-1820020 | Accounting | $475,135 |
ULLICO6+ years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $398,684 |
FRONTIER CAPITAL MANAGEMENT6+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO LLC Service code 28 · EIN 04-3492668 | Investment Management | $259,382 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 2625 BUTTERFIELD ROAD, SUITE 138 · OAK BROOK, IL 60523 | Investment Management | $178,837 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $169,886 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $167,499 |
WEDGE CAPITAL MANAGEMENT1 year Service code 28 · EIN 56-1557450 | Investment Management | $158,422 |
Filed as: ASHER GITTLER & DALBA LTD Service code 29 · EIN 36-2786883 | Legal | $143,066 |
MARQUETTE ASSOCIATES6+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $86,000 |
CHEIRON6+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $75,190 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 27.13% | 19.37%+7.8pp | 11.08%+16.0pp | 15.63%+11.5pp |
| Employer contribution / active EE | $11,985 | $13,107-8.6% | $28,418-57.8% | $11,476+4.4% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |