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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES6+ years Service code 28 · EIN 80-0169636 | Investment Management | $458,485 |
BOSTON PARTNERS6+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 ONE BEACON STREET 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $169,574 |
BANSLEY AND KIENER, LLP6+ years Filed as: BANSLEY AND KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $144,408 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $136,356 |
W. COLI6+ years Service code 14 · EIN 36-6102397 | Plan Administrator | $130,230 |
WILLIG, WILLIAMS & DAVIDSON6+ years Service code 29 · EIN 23-2416488 | Legal | $104,191 |
LOOMIS SAYLES3 years Service code 28 39533 WOODWARD SUITE 300 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $101,814 |
ILLINOIS ADVOCATES LLC1 year Filed as: ILLINOIS ADVOCATES LLC / CTM LEGAL Service code 29 · EIN 46-1047517 | Legal | $101,150 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $80,000 |
MOORE COLSON5 years Filed as: M.E. MOORE Service code 30 · EIN 36-6102397 | Employee (plan) | $73,943 |
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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 | $444,552-100.0% | $151,098-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 16.3%-16.3pp | 3.7%-3.7pp |
| Annual return | 16.09% | 15.63%+0.5pp | 11.31%+4.8pp | 15.63%+0.5pp |
| Employer contribution / active EE | $10,414 | $11,476-9.3% | $35,729-70.9% | $11,476-9.3% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $237-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $20,124-100.0% | $429-100.0% |