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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $190,206 |
DOWD, BLOCH & BENNETT2+ years Service code 29 · EIN 36-3371377 | Legal | $159,187 |
Service code 28 · EIN 75-2403190 | Investment Management | $106,509 |
CHEIRON2+ years Service code 11 · EIN 13-4215617 | Actuarial | $92,619 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $89,088 |
GREAT LAKES ADVISORS, LLC2+ years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $83,018 |
NATIONAL INVESTMENT SERVICES2+ years Service code 28 · EIN 80-0169636 | Investment Management | $79,580 |
COMERICA BANK2+ years Service code 19 · EIN 36-2407063 | Securities Custodian | $73,920 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $69,514 |
CHICAGO EQUITY PARTNERS2+ years Filed as: CHICAGO EQUITY PARTNERS, LLC Service code 28 · EIN 36-4338679 | Investment Management | $68,813 |
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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 | $1,723,788-100.0% | $350,496-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 1.9%-1.9pp |
| Annual return | 10.99% | 11.05%-0.1pp | 12.88%-1.9pp | 23.90%-12.9pp |
| Employer contribution / active EE | $16,873 | $15,936+5.9% | $40,010-57.8% | $16,539+2.0% |
| Participant deferral / active EE | $0 | $41-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,226-100.0% | $18,975-100.0% |