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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 75-2403190 | Advisory (Plan) | $256,466 |
EARNEST PARTNERS, LLC1+ years Service code 28 · EIN 58-2386669 | Investment Management | $195,921 |
J.P. BURKE1+ years Filed as: J. BURKE Service code 14 · EIN 36-6488227 | Plan Administrator | $155,505 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $152,898 |
Service code 29 · EIN 36-2744057 | Legal | $152,552 |
BOSTON TRUST WALDEN COMPANY1+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 28 · EIN 04-2273811 | Investment Management | $140,081 |
NATIONAL INVESTMENT SERVICES1+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $133,982 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $120,000 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Service code 28 · EIN 01-0614895 | Investment Management | $119,915 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $116,192 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 1.00% | 1.36%-0.4pp | -1.61%+2.6pp | 1.67%-0.7pp |
| Employer contribution / active EE | $11,846 | $10,832+9.4% | $30,840-61.6% | $10,506+12.8% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |