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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL6+ years Service code 28 · EIN 41-1788385 | Investment Management | $112,471 |
ASB CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0618452 | Investment Management | $62,108 |
FOUNDRY PARTNERS3 years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $28,349 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $26,855 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $23,500 |
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 · EIN 58-2432390 | Investment Management | $14,745 |
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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 | $157,324-100.0% | $151,098-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 16.3%-16.3pp | 37.6%-37.6pp |
| Annual return | 19.53% | 10.67%+8.9pp | 11.31%+8.2pp | 9.30%+10.2pp |
| Employer contribution / active EE | $43,636 | $42,039+3.8% | $35,729+22.1% | $43,746-0.3% |
| Participant deferral / active EE | $0 | $141-100.0% | $237-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $21,624-100.0% | $20,124-100.0% | $12,596-100.0% |