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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL9+ years Service code 28 · EIN 35-2679129 540 W. MADISON ST. SUITE 1900 · CHICAGO, IL 60661 | Investment Management | $87,673 |
ASB CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $47,659 |
FOUNDRY PARTNERS6 years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 323 WASHINGTON AVENUE NORTH · MINNEAPOLIS, MN 55401 | Investment Management | $37,268 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 71 S. WACKER DRIVE, 31ST FLOOR · CHICAGO, IL 60606 | Actuarial | $29,458 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL Service code 10 · EIN 75-0786316 1 PENNSYLVANIA PLAZA SUITE 3200 · NEW YORK, NY 10119 | Accounting | $24,500 |
INVESTMENT PERFORMANCE SERVICES9+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 · EIN 58-2432390 570 EAST YORK STREET · SAVANNAH, GA 31401 | Investment Management | $15,596 |
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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 | $342,274-100.0% | $342,274-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 43.9%-43.9pp |
| Annual return | 11.01% | 7.83%+3.2pp | 8.34%+2.7pp | 13.05%-2.0pp |
| Employer contribution / active EE | $52,000 | $34,993+48.6% | $30,790+68.9% | $37,651+38.1% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $31,074-100.0% |