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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES2+ years Service code 28 · EIN 80-0169636 | Investment Management | $177,709 |
SEGALL BRYANT & HAMILL2+ years Filed as: SEGALL, BRYANT, & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $157,189 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $148,905 |
BOSTON PARTNERS2+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 ONE BEACON STREET 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $126,996 |
W. COLI2+ years Service code 14 · EIN 36-6102397 | Plan Administrator | $123,484 |
BANSLEY AND KIENER, LLP2+ years Filed as: BANSLEY AND KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $108,927 |
WILLIG, WILLIAMS & DAVIDSON2+ years Service code 29 · EIN 23-2416488 | Legal | $103,431 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $92,485 |
MARCO CONSULTING GROUP2+ years Filed as: THE MARCO CONSULTING GROUP Service code 27 · EIN 36-3555078 | Advisory (Plan) | $69,806 |
FOSTER & FOSTER2+ years Filed as: FOSTER AND FOSTER Service code 11 · EIN 59-1921114 | Actuarial | $55,769 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 12.04% | 13.46%-1.4pp | 9.39%+2.6pp | 17.84%-5.8pp |
| Employer contribution / active EE | $6,099 | $16,846-63.8% | $33,466-81.8% | $14,688-58.5% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |