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| Provider | Service type | Compensation |
|---|---|---|
DEPRINCE, RACE & ZOLLO7+ years Filed as: DEPRINCE, RACE & ZOLLO, INC Service code 28 · EIN 59-3299598 | Investment Management | $278,343 |
SEGALL BRYANT & HAMILL2 years Service code 28 · EIN 41-1788385 | Investment Management | $270,239 |
WILSON-MCSHANE CORPORATION3 years Filed as: WILSON MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $247,500 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $167,360 |
PNC BANK, N.A.5 years Filed as: PNC BANK Service code 28 · EIN 22-1146430 | Investment Management | $141,538 |
GREAT LAKES ADVISORS, LLC6 years Filed as: GREAT LAKES ADVISORS LLC Service code 28 · EIN 80-0292839 | Investment Management | $131,151 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $127,127 |
INVESCO1 year Filed as: INVESCO ADVISORS, INC Service code 28 · EIN 58-1707262 | Investment Management | $96,219 |
ULLICO7+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $90,238 |
JOHNSON & KROL, LLC7+ years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $84,846 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 14.04% | 19.37%-5.3pp | 11.08%+3.0pp | 15.63%-1.6pp |
| Employer contribution / active EE | $11,103 | $13,107-15.3% | $28,418-60.9% | $11,476-3.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |