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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 75-2403190 | Advisory (Plan) | $242,475 |
EARNEST PARTNERS, LLC2+ years Service code 28 · EIN 58-2386669 | Investment Management | $210,846 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $170,355 |
BOSTON TRUST WALDEN COMPANY2+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 28 · EIN 04-2273811 | Investment Management | $146,615 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $142,713 |
NATIONAL INVESTMENT SERVICES2+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $140,030 |
Service code 29 · EIN 36-2744057 | Legal | $136,357 |
J.P. BURKE2+ years Filed as: J. BURKE Service code 14 · EIN 36-6488227 | Plan Administrator | $134,566 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $127,353 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $125,000 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 7.25% | 3.63%+3.6pp | 4.16%+3.1pp | 9.19%-1.9pp |
| Employer contribution / active EE | $12,451 | $11,363+9.6% | $29,966-58.4% | $12,608-1.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |