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| Provider | Service type | Compensation |
|---|---|---|
DOWD, BLOCH & BENNETT1+ years Filed as: DOWD BLOCH BENNETT Service code 29 · EIN 36-3371377 | Legal | $85,907 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $81,760 |
NATIONAL INVESTMENT SERVICES1+ years Service code 28 · EIN 80-0169636 | Investment Management | $54,439 |
LANER MUCHIN1+ years Service code 29 · EIN 36-3088463 | Legal | $50,734 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $49,056 |
LAURA CABALLERO1+ years Service code 30 · EIN 36-2187389 | Employee (plan) | $47,426 |
JANUS HENDERSON1+ years Filed as: JANUS CAPITAL MANANGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $37,291 |
DENISE LUKASZEWSKI1+ years Service code 30 · EIN 36-2187389 | Employee (plan) | $30,502 |
AMY HERTZ1+ years Service code 30 · EIN 36-2187389 | Employee (plan) | $30,164 |
GREAT LAKES ADVISORS, LLC1+ years Service code 28 · EIN 80-0292839 | Investment Management | $26,905 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $61,125-100.0% | $108,582-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 80.5%-80.5pp | 79.6%-79.6pp | 71.1%-71.1pp |
| Annual return | 0.53% | 14.06%-13.5pp | -51.70%+52.2pp | 48.65%-48.1pp |
| Employer contribution / active EE | $2,716 | $2,237+21.4% | $3,758-27.7% | $2,182+24.5% |
| Participant deferral / active EE | $0 | $3,574-100.0% | $4,311-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $72-100.0% | $7,645-100.0% | $70-100.0% |