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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $195,689 |
DEPRINCE, RACE & ZOLLO2+ years Filed as: DEPRINCE, RACE & ZOLLO, INC Service code 28 · EIN 59-3299598 | Investment Management | $141,587 |
JOHNSON & KROL, LLC2+ years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $128,500 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $116,052 |
JULIE RACHAL2+ years Service code 30 · EIN 36-2226396 | Employee (plan) | $86,158 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $78,548 |
ULLICO2+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $77,756 |
NANCY FERGUSON2+ years Filed as: NANCY BUCKLEY Service code 30 · EIN 36-2226396 | Employee (plan) | $75,041 |
OGLETREE DEAKINS2+ years Filed as: OLGETREE DEAKINS NASH SMOAK & STEWA Service code 29 · EIN 57-1044820 | Legal | $70,604 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $67,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 8.14% | 3.63%+4.5pp | 4.16%+4.0pp | 9.19%-1.1pp |
| Employer contribution / active EE | $13,966 | $11,363+22.9% | $29,966-53.4% | $12,608+10.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |