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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES6 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $92,500 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $62,544 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 13 · EIN 36-1561860 | Contract Administrator | $23,085 |
FRANKLIN TEMPLETON4 years Filed as: CLARION PARTNERS Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $22,414 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 33-1498605 | Accounting | $19,750 |
AMERICAN FUNDS4 years Filed as: LM CAPITAL GROUP, LLC Service code 28 · EIN 30-0057833 | Investment Management | $15,614 |
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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 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 0.0%0pp | 11.2%-11.2pp |
| Annual return | 9.75% | 9.01%+0.7pp | 8.93%+0.8pp | 9.01%+0.7pp |
| Employer contribution / active EE | $35,643 | $12,866+177.0% | $34,172+4.3% | $12,866+177.0% |
| Participant deferral / active EE | $0 | $260-100.0% | $44-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |