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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT1 year Service code 51 · EIN 23-2772200 | Investment Mgmt Fees | $259,639 |
WILLIAM BLAIR4+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMEN, Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $251,761 |
LARRY MAGARIK, ESQ4+ years Filed as: LARRY MITCHELL Service code 14 · EIN 36-2164320 | Plan Administrator | $205,994 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $144,674 |
MARQUETTE ASSOCIATES2 years Service code 16 · EIN 36-3485298 | Consulting | $135,000 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $126,205 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $117,510 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY INC Service code 11 · EIN 13-1975125 | Actuarial | $109,277 |
Filed as: MESIROW FINANCIAL SERVICES, INC Service code 51 · EIN 20-2603218 | Investment Mgmt Fees | $100,000 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $96,260 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $505,189-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 90.4%-90.4pp | 0.0%0pp |
| Annual return | 4.39% | 4.14%+0.3pp | 13.04%-8.6pp | 4.14%+0.3pp |
| Employer contribution / active EE | $0 | $0 | $16,213-100.0% | - |
| Participant deferral / active EE | $2,612 | $2,6120% | $13,093-80.1% | $2,6120% |
| Admin fee / account holder | $0 | $0 | $6,372-100.0% | - |