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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES3+ years Service code 28 · EIN 80-0169636 | Investment Management | $189,170 |
SEGALL BRYANT & HAMILL3+ years Filed as: SEGALL, BRYANT, & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $183,951 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $167,866 |
BANSLEY AND KIENER, LLP3+ years Filed as: BANSLEY AND KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $166,369 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $157,253 |
BOSTON PARTNERS3+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 ONE BEACON STREET 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $156,552 |
W. COLI3+ years Service code 14 · EIN 36-6102397 | Plan Administrator | $136,326 |
WILLIG, WILLIAMS & DAVIDSON3+ years Service code 29 · EIN 23-2416488 | Legal | $102,725 |
FOSTER & FOSTER3+ years Filed as: FOSTER AND FOSTER Service code 11 · EIN 59-1921114 | Actuarial | $89,958 |
R. LAINO2 years Service code 30 · EIN 36-6102397 | Employee (plan) | $76,203 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $145,218-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 8.50% | -1.27%+9.8pp | -0.67%+9.2pp | 33.37%-24.9pp |
| Employer contribution / active EE | $6,711 | $12,021-44.2% | $31,731-78.8% | $11,253-40.4% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $473-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $28,383-100.0% | $99,113-100.0% |