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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE., 14TH FLOOR · BETHESDA, MD 20814 | Investment Management | $184,972 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 101 N WACKER DR., SUITE 500 · CHICAGO, IL 60606 | Actuarial | $169,655 |
FOUNDRY PARTNERS1+ years Service code 51 · EIN 46-1184506 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Investment Mgmt Fees | $154,205 |
ARNOLD & KADJAN1+ years Service code 29 · EIN 36-2498571 203 N LASALLE ST · CHICAGO, IL 60601 | Legal | $129,698 |
DEARBORN PARTNERS1+ years Filed as: DEARBORN PARTNERS LLC Service code 28 · EIN 36-4145621 200 W. MADISON STREET, SUITE 1950 · CHICAGO, IL 60606 | Investment Management | $97,177 |
NATIONAL INVESTMENT SERVICES1+ years Service code 28 · EIN 80-0169636 777 E. WISCONSIN AVENUE, SUITE 2350 · MILWAUKEE, WI 53202 | Investment Management | $86,258 |
GREAT LAKES ADVISORS, LLC1+ years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 231 S. LASALLE STREET, 4TH FLOOR · CHICAGO, IL 60604 | Investment Management | $69,617 |
BRIAN FREEMAN1+ years Filed as: BRIAN BENSON Service code 30 28600 BELLA VISTA PKWAY · WARRENVILLE, IL 60555 | Employee (plan) | $60,678 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS, INC. Service code 28 · EIN 36-4776242 1235 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $56,753 |
ULLICO1+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 1625 I STREET, NW · WASHINGTON, DC 20006 | Investment Management | $56,667 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | -0.38% | 6.13%-6.5pp | 4.74%-5.1pp | 9.19%-9.6pp |
| Employer contribution / active EE | $19,081 | $10,206+87.0% | $36,089-47.1% | $12,608+51.3% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |