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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES5+ years Service code 28 · EIN 80-0169636 | Investment Management | $406,598 |
ROTHSCHILD ASSET MANAGEMENT2 years Filed as: ROTHSCHILD CO. Service code 28 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $173,498 |
BOSTON PARTNERS5+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 ONE BEACON STREET 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $170,756 |
BANSLEY AND KIENER, LLP5+ years Filed as: BANSLEY AND KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $151,595 |
W. COLI5+ years Service code 14 · EIN 36-6102397 | Plan Administrator | $149,544 |
WILLIG, WILLIAMS & DAVIDSON5+ years Service code 29 · EIN 23-2416488 | Legal | $145,418 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $144,688 |
LOOMIS SAYLES2 years Service code 28 39533 WOODWARD SUITE 300 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $81,733 |
ILLINOIS ADVOCATES LLC5+ years Service code 29 · EIN 46-1047517 | Legal | $77,939 |
MOORE COLSON4 years Filed as: M.E. MOORE Service code 30 · EIN 36-6102397 | Employee (plan) | $76,764 |
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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 | $0 | $247,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 25.80% | 12.86%+12.9pp | 7.87%+17.9pp | 12.86%+12.9pp |
| Employer contribution / active EE | $7,281 | $13,687-46.8% | $31,784-77.1% | $13,687-46.8% |
| Participant deferral / active EE | $0 | $833-100.0% | $241-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $240,514-100.0% | - |