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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL7+ years Service code 28 · EIN 35-2679129 | Investment Management | $92,358 |
ASB CAPITAL MANAGEMENT7+ years Service code 28 · EIN 80-0618452 | Investment Management | $63,590 |
FOUNDRY PARTNERS4 years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $31,096 |
THE SEGAL COMPANY7+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $24,500 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $23,926 |
INVESTMENT PERFORMANCE SERVICES7+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 · EIN 58-2432390 | Investment Management | $16,737 |
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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 | $779,308-100.0% | $748,470-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 27.7%-27.7pp | 21.7%-21.7pp | 44.5%-44.5pp |
| Annual return | -5.35% | -0.99%-4.4pp | 0.46%-5.8pp | -14.65%+9.3pp |
| Employer contribution / active EE | $49,455 | $40,624+21.7% | $35,480+39.4% | $46,321+6.8% |
| Participant deferral / active EE | $0 | $131-100.0% | $231-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $32,803-100.0% | $29,938-100.0% | $14,582-100.0% |