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| Provider | Service type | Compensation |
|---|---|---|
DEPRINCE, RACE & ZOLLO9+ years Filed as: DEPRINCE, RACE & ZOLLO, INC Service code 28 · EIN 59-3299598 | Investment Management | $294,932 |
WILSON-MCSHANE CORPORATION5 years Filed as: WILSON MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $284,639 |
Service code 28 · EIN 04-2895544 | Investment Management | $257,429 |
SEGALL BRYANT & HAMILL4 years Service code 28 · EIN 35-2679129 | Investment Management | $170,130 |
VICTORY3 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $162,030 |
JOHNSON & KROL, LLC9+ years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $138,463 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $120,677 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $114,522 |
Filed as: WESTERN ASSET MANAGEMENT CO Service code 28 · EIN 52-1200960 | Investment Management | $88,544 |
INVESCO2 years Filed as: INVESCO ADVISERS, INC Service code 28 · EIN 58-1707262 | Investment Management | $76,321 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 8.12% | 7.95%+0.2pp | 20.18%-12.1pp | 9.11%-1.0pp |
| Employer contribution / active EE | $11,835 | $14,684-19.4% | $29,108-59.3% | $12,231-3.2% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |