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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY MANAGEMENT, INC.4+ years Filed as: FIDUCIARY MANAGEMENT COMPANY Service code 28 · EIN 39-1346018 | Investment Management | $108,542 |
GREAT LAKES ADVISORS, LLC4+ years Service code 27 · EIN 80-0292839 | Advisory (Plan) | $104,659 |
AMERICAN FUNDS4+ years Filed as: CRESCENT CAPITAL Service code 28 · EIN 45-5287411 | Investment Management | $99,401 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $90,000 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $77,734 |
HEALTHSCOPE BENEFITS4+ years Service code 13 · EIN 71-0847266 | Contract Administrator | $71,094 |
NYHART4+ years Service code 11 · EIN 35-0966414 | Actuarial | $53,350 |
ARIEL INVESTMENTS, LLC4+ years Filed as: ARIEL INVESTMENTS Service code 28 · EIN 02-0712418 | Investment Management | $45,518 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $35,628 |
KERBER, ECK & BRAECKEL LLP4+ years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 | Accounting | $31,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 2.63% | 10.27%-7.6pp | 10.56%-7.9pp | 53.27%-50.6pp |
| Employer contribution / active EE | $13,647 | $12,273+11.2% | $30,197-54.8% | $14,774-7.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |