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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY MANAGEMENT, INC.3+ years Filed as: FIDUCIARY MANAGEMENT COMPANY Service code 28 · EIN 39-1346018 | Investment Management | $108,795 |
AMERICAN FUNDS3+ years Filed as: CRESCENT CAPITAL Service code 28 · EIN 45-5287411 | Investment Management | $98,035 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $90,000 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $72,169 |
HEALTHSCOPE BENEFITS3+ years Service code 13 · EIN 71-0847266 | Contract Administrator | $65,625 |
GREAT LAKES ADVISORS, LLC3+ years Service code 27 · EIN 80-0292839 | Advisory (Plan) | $46,457 |
NYHART3+ years Service code 11 · EIN 35-0966414 | Actuarial | $45,700 |
ARIEL INVESTMENTS, LLC3+ years Filed as: ARIEL INVESTMENTS Service code 28 · EIN 02-0712418 | Investment Management | $44,275 |
KERBER, ECK & BRAECKEL LLP3+ years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 | Accounting | $39,328 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $33,232 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 8.83% | 4.25%+4.6pp | -752.26%+761.1pp | 0.19%+8.6pp |
| Employer contribution / active EE | $12,673 | $11,906+6.4% | $31,802-60.2% | $13,763-7.9% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |