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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE., 14TH FLOOR · BETHESDA, MD 20814 | Investment Management | $191,930 |
FOUNDRY PARTNERS2+ years Service code 51 · EIN 46-1184506 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Investment Mgmt Fees | $128,796 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 101 N WACKER DR., SUITE 500 · CHICAGO, IL 60606 | Actuarial | $115,926 |
DEARBORN PARTNERS2+ years Filed as: DEARBORN PARTNERS LLC Service code 28 · EIN 36-4145621 200 W. MADISON STREET, SUITE 1950 · CHICAGO, IL 60606 | Investment Management | $112,219 |
GREAT LAKES ADVISORS, LLC2+ years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 231 S. LASALLE STREET, 4TH FLOOR · CHICAGO, IL 60604 | Investment Management | $83,286 |
NATIONAL INVESTMENT SERVICES2+ years Service code 28 · EIN 80-0169636 777 E. WISCONSIN AVENUE, SUITE 2350 · MILWAUKEE, WI 53202 | Investment Management | $81,759 |
TERRY SCHMIDT LLC1 year Filed as: TERRY MUSTO Service code 30 28600 BELLA VISTA PKWAY · WARRENVILLE, IL 60555 | Employee (plan) | $80,129 |
ARNOLD & KADJAN2+ years Service code 29 · EIN 36-2498571 35 E WACKER DR, STE 600 · CHICAGO, IL 60601 | Legal | $74,143 |
Service code 19 · EIN 04-1867445 | Securities Custodian | $64,996 |
ULLICO2+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 1625 I STREET, NW · WASHINGTON, DC 20006 | Investment Management | $62,526 |
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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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 10.57% | 12.92%-2.4pp | 10.36%+0.2pp | 17.84%-7.3pp |
| Employer contribution / active EE | $22,752 | $14,070+61.7% | $37,738-39.7% | $14,688+54.9% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |