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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: AOH HEWITT Service code 11 · EIN 36-2235791 200 EAST RANDOLPH · CHICAGO, IL 60601 | Actuarial | $199,636 |
GARDNER LEWIS1+ years Service code 27 · EIN 23-2778393 285 WILMINGTON-WEST · CHADDS FORD, PA 19317 | Advisory (Plan) | $121,809 |
TRICON XI B LP1+ years Filed as: TRICON Service code 27 · EIN 46-3560265 | Advisory (Plan) | $100,138 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 265 E DEERPATH · LAKE FOREST, IL 60045 | Securities Custodian | $63,883 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA Service code 27 · EIN 68-0370668 101 YGMACIO VALLEY ROAD · WALNUT CREEK, CA 945964061 | Advisory (Plan) | $61,865 |
KOVITZ INVESTMENT GROUP1+ years Filed as: KOVITZ Service code 27 · EIN 91-2198169 | Advisory (Plan) | $60,446 |
MEKETA INVESTMENT GROUP1+ years Filed as: MEKETA Service code 27 · EIN 04-2659023 100 LOWDER BROOK DR · WESTWOOD, MA 02090 | Advisory (Plan) | $48,333 |
TIC INTERNATIONAL CORPORATION1+ years Filed as: TIC INTL CORP Service code 14 · EIN 13-2600875 11590 NORTH MERIDIAN ST · CARMEL, IN 46032 | Plan Administrator | $47,268 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART MAHONEY Service code 27 · EIN 39-1711628 1500 WEST MARKET ST STE · THIENSVILLE, WI 53092 | Advisory (Plan) | $41,239 |
REINHART BOERNER VAN DEUREN S.C.1+ years Service code 29 · EIN 39-1126909 1000 NORTH WATER ST · MILWAUKEE, WI 53202 | Legal | $38,966 |
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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 | $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 | -2.30% | 3.49%-5.8pp | 4.16%-6.5pp | 7.18%-9.5pp |
| Employer contribution / active EE | $12,269 | $11,083+10.7% | $29,966-59.1% | $13,095-6.3% |
| 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% |