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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL1+ years Service code 28 · EIN 41-1788385 | Investment Management | $95,973 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $48,256 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $39,727 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $20,000 |
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 | Investment Management | $17,670 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 · EIN 58-2432390 | Investment Management | $11,373 |
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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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 5.81% | 4.23%+1.6pp | 3.97%+1.8pp | 4.56%+1.2pp |
| Employer contribution / active EE | $33,500 | $16,147+107.5% | $28,168+18.9% | $15,526+115.8% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |