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| Provider | Service type | Compensation |
|---|---|---|
HARRIS3+ years Filed as: HARRIS ASSOCIATES L.P. Service code 28 · EIN 04-3276558 | Investment Management | $300,425 |
Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $234,798 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP Service code 27 · EIN 04-3831795 | Advisory (Plan) | $189,078 |
CYGAN HAYES LTD.2 years Filed as: CYGAN HAYES, LTD. Service code 10 · EIN 36-3332152 | Accounting | $113,023 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL GROUP,INC. Service code 11 · EIN 13-1975125 | Actuarial | $68,721 |
TERRY A ROCCO2 years Service code 14 · EIN 36-6122163 | Plan Administrator | $56,622 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS Service code 19 P.O. BOX 755 · CHICAGO, IL 60690 | Securities Custodian | $52,805 |
Service code 28 1130 AVE OF AMERICAS 38FL · NEW YORK, NY 10019 | Investment Management | $48,547 |
PRASAD I ELAMANA2 years Service code 30 · EIN 36-6122163 | Employee (plan) | $47,921 |
Filed as: BAUM SIGMAN AUERBACH & NEUMAN,LTD. Service code 29 · EIN 36-2744057 | Legal | $30,139 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 10.31% | 2.02%+8.3pp | -752.26%+762.6pp | 33.37%-23.1pp |
| Employer contribution / active EE | $9,955 | $12,422-19.9% | $31,802-68.7% | $11,253-11.5% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |