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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY MANAGEMENT, INC.2+ years Filed as: FIDUCIARY MANAGEMENT COMPANY Service code 28 · EIN 39-1346018 | Investment Management | $97,067 |
AMERICAN FUNDS2+ years Filed as: CRESCENT CAPITAL Service code 28 · EIN 45-5287411 | Investment Management | $93,006 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $90,000 |
GREAT LAKES ADVISORS, LLC2+ years Service code 27 · EIN 80-0292839 | Advisory (Plan) | $75,657 |
HEALTHSCOPE BENEFITS2+ years Service code 13 · EIN 71-0847266 | Contract Administrator | $65,625 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $61,297 |
NYHART2+ years Service code 11 · EIN 35-0966414 | Actuarial | $45,000 |
KERBER, ECK & BRAECKEL LLP2+ years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 | Accounting | $44,945 |
ARIEL INVESTMENTS, LLC2+ years Filed as: ARIEL INVESTMENTS Service code 28 · EIN 02-0712418 | Investment Management | $42,394 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $31,177 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.49% | 11.78%-0.3pp | 8.32%+3.2pp | 23.90%-12.4pp |
| Employer contribution / active EE | $12,087 | $11,309+6.9% | $30,793-60.7% | $16,539-26.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |