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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES4 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $92,500 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $79,424 |
FRANKLIN TEMPLETON2 years Filed as: CLARION PARTNERS Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $28,147 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST COMPANY Service code 13 · EIN 36-1561860 | Contract Administrator | $19,190 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $15,965 |
AMERICAN FUNDS2 years Filed as: LM CAPITAL GROUP, LLC Service code 28 · EIN 30-0057833 | Investment Management | $13,349 |
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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 | $49,218-100.0% | $339,002-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 39.1%-39.1pp | 12.4%-12.4pp |
| Annual return | 7.95% | 7.73%+0.2pp | 12.78%-4.8pp | 9.89%-1.9pp |
| Employer contribution / active EE | $33,840 | $15,115+123.9% | $44,816-24.5% | $14,313+136.4% |
| Participant deferral / active EE | $0 | $300-100.0% | $33-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $3,821-100.0% | $2,002-100.0% | $9,084-100.0% |