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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CRESCENT CAPITAL Service code 28 · EIN 45-5287411 | Investment Management | $93,611 |
FIDUCIARY MANAGEMENT, INC.1+ years Filed as: FIDUCIARY MANAGEMENT COMPANY Service code 28 · EIN 39-1346018 | Investment Management | $90,651 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $90,000 |
GREAT LAKES ADVISORS, LLC1+ years Service code 27 · EIN 80-0292839 | Advisory (Plan) | $73,223 |
HEALTHSCOPE BENEFITS1+ years Service code 13 · EIN 71-0847266 | Contract Administrator | $65,625 |
ARIEL INVESTMENTS, LLC1+ years Filed as: ARIEL INVESTMENTS Service code 28 · EIN 02-0712418 | Investment Management | $61,389 |
NYHART1+ years Service code 11 · EIN 35-0966414 | Actuarial | $58,100 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $55,340 |
KERBER, ECK & BRAECKEL LLP1+ years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 | Accounting | $43,921 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $29,121 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -1.49% | 3.49%-5.0pp | 4.16%-5.6pp | 7.18%-8.7pp |
| Employer contribution / active EE | $12,009 | $11,083+8.4% | $29,966-59.9% | $13,095-8.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |