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| Provider | Service type | Compensation |
|---|---|---|
DEARBORN PARTNERS3+ years Filed as: DEARBORN PARTNERS, LLC Service code 51 200 W MADISON ST, STE 1950 · CHICAGO, IL 60606 | Investment Mgmt Fees | $207,312 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $190,200 |
ASB CAPITAL MANAGEMENT3+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $162,139 |
ARNOLD & KADJAN3+ years Service code 29 · EIN 36-2498571 | Legal | $159,624 |
RHUMBLINE ADVISORS3+ years Service code 28 · EIN 04-3118582 | Investment Management | $65,463 |
GREAT LAKES ADVISORS, LLC3+ years Service code 51 · EIN 80-0292839 | Investment Mgmt Fees | $62,221 |
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE & ASSOCIATES Service code 16 · EIN 36-3485298 | Consulting | $55,000 |
NATIONAL INVESTMENT SERVICES3+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $52,281 |
CALIBRE CPA GROUP PLLC3+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $50,463 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $37,598 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,546-100.0% | $140,019-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 72.4%-72.4pp |
| Annual return | 7.60% | -0.36%+8.0pp | 651.19%-643.6pp | -0.04%+7.6pp |
| Employer contribution / active EE | $6,927 | $3,856+79.6% | $5,605+23.6% | $2,405+188.0% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |