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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 35-2679129 | Investment Management | $53,293 |
FOUNDRY PARTNERS7 years Filed as: FOUNDRY PARTNERS, LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $39,220 |
Filed as: CHEVY CHASE TRUST Service code 20 · EIN 52-2037618 | Trustee (bank, trust company, or simi... | $37,513 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $24,500 |
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 | Actuarial | $18,807 |
Service code 11 · EIN 26-1370698 | Actuarial | $15,333 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $8,774 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $1,792 |
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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 | $258,827-100.0% | $258,827-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 21.4%-21.4pp | 19.4%-19.4pp | 34.7%-34.7pp |
| Annual return | 6.44% | 8.39%-2.0pp | 8.60%-2.2pp | 12.28%-5.8pp |
| Employer contribution / active EE | $54,600 | $28,468+91.8% | $27,075+101.7% | $34,589+57.9% |
| Participant deferral / active EE | $0 | $318-100.0% | $540-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $19,327-100.0% | $47,656-100.0% |