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| Provider | Service type | Compensation |
|---|---|---|
DEPRINCE, RACE & ZOLLO8+ years Filed as: DEPRINCE, RACE & ZOLLO, INC Service code 28 · EIN 59-3299598 | Investment Management | $274,234 |
WILSON-MCSHANE CORPORATION4 years Filed as: WILSON MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $258,685 |
Service code 28 · EIN 04-2895544 | Investment Management | $252,052 |
SEGALL BRYANT & HAMILL3 years Service code 28 · EIN 35-2679129 | Investment Management | $201,747 |
PNC BANK, N.A.6 years Filed as: PNC BANK Service code 28 · EIN 22-1146430 | Investment Management | $154,518 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $139,315 |
INVESCO1 year Filed as: INVESCO ADVISERS, INC Service code 28 · EIN 58-1707262 | Investment Management | $131,418 |
JOHNSON & KROL, LLC8+ years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $92,180 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $87,279 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $86,739 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -10.69% | -7.95%-2.7pp | -5.85%-4.8pp | 23.41%-34.1pp |
| Employer contribution / active EE | $11,346 | $13,972-18.8% | $31,839-64.4% | $12,650-10.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |