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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL1 year Service code 28 · EIN 41-1788385 | Investment Management | $242,034 |
WILSON-MCSHANE CORPORATION2 years Filed as: WILSON MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $241,500 |
DEPRINCE, RACE & ZOLLO6+ years Filed as: DEPRINCE, RACE & ZOLLO, INC Service code 28 · EIN 59-3299598 | Investment Management | $173,021 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $150,352 |
PNC BANK, N.A.4 years Filed as: PNC BANK Service code 28 · EIN 22-1146430 | Investment Management | $134,683 |
JOHNSON & KROL, LLC6+ years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $109,094 |
GREAT LAKES ADVISORS, LLC5 years Filed as: GREAT LAKES ADVISORS LLC Service code 28 · EIN 80-0292839 | Investment Management | $106,300 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $96,596 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $93,679 |
ULLICO6+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $88,014 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 10.37% | 6.82%+3.5pp | 8.01%+2.4pp | 12.86%-2.5pp |
| Employer contribution / active EE | $12,865 | $12,695+1.3% | $29,476-56.4% | $13,687-6.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |