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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4+ years Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $197,642 |
DEPRINCE, RACE & ZOLLO4+ years Filed as: DEPRINCE, RACE & ZOLLO, INC Service code 28 · EIN 59-3299598 | Investment Management | $182,411 |
JOHNSON & KROL, LLC4+ years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $142,109 |
GLOBAL TRUST COMPANY1 year Service code 28 · EIN 26-3761443 | Investment Management | $104,859 |
JULIE RACHAL4+ years Service code 30 · EIN 36-2226396 | Employee (plan) | $104,799 |
OGLETREE DEAKINS4+ years Filed as: OLGETREE DEAKINS NASH SMOAK & STEWA Service code 29 · EIN 57-1044820 | Legal | $95,167 |
ULLICO4+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $82,523 |
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES ADVISORS LLC Service code 28 · EIN 80-0292839 | Investment Management | $82,107 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $78,495 |
NANCY FERGUSON4+ years Filed as: NANCY BUCKLEY Service code 30 · EIN 36-2226396 | Employee (plan) | $74,052 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -4.01% | 2.02%-6.0pp | -752.26%+748.2pp | 33.37%-37.4pp |
| Employer contribution / active EE | $13,379 | $12,422+7.7% | $31,802-57.9% | $11,253+18.9% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |