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| Provider | Service type | Compensation |
|---|---|---|
MAGGIE PECK4 years Service code 30 · EIN 36-2164320 | Employee (plan) | $187,879 |
Service code 29 · EIN 52-1958229 | Legal | $167,238 |
MARQUETTE ASSOCIATES8 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $155,000 |
LORD ABBETT10+ years Filed as: LORD ABBETT & CO. LLC Service code 51 · EIN 13-5620131 | Investment Mgmt Fees | $144,737 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $144,495 |
SCOUT INVESTMENTS, INC.9 years Filed as: SCOUT INVESTMENTS, INC Service code 28 · EIN 43-1925734 | Investment Management | $130,680 |
THE SEGAL COMPANY8 years Filed as: THE SEGAL COMPANY INC Service code 11 · EIN 13-1975125 | Actuarial | $98,326 |
BMO HARRIS BANK NA1 year Filed as: FIRST MIDWEST INSTITUTIONAL BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $96,628 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $74,844 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 | Accounting | $68,466 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,193-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 62.5%-62.5pp | - |
| Annual return | 11.03% | 11.03%0pp | 50.00%-39.0pp | 11.03%0pp |
| Employer contribution / active EE | $0 | $0 | $265-100.0% | - |
| Participant deferral / active EE | $1,554 | $1,5540% | $636+144.4% | $1,5540% |
| Admin fee / account holder | $0 | $0 | $210-100.0% | - |