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| Provider | Service type | Compensation |
|---|---|---|
EARNEST PARTNERS, LLC3+ years Service code 28 · EIN 58-2386669 | Investment Management | $198,646 |
Service code 27 · EIN 75-2403190 | Advisory (Plan) | $176,496 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $172,154 |
Service code 29 · EIN 36-2744057 | Legal | $166,873 |
NATIONAL INVESTMENT SERVICES3+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $157,536 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $154,822 |
J.P. BURKE3+ years Filed as: J. BURKE Service code 14 · EIN 36-6488227 | Plan Administrator | $138,716 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $135,000 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $132,644 |
BOSTON TRUST WALDEN COMPANY3+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 28 · EIN 04-2273811 | Investment Management | $127,460 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 11.78% | 12.33%-0.5pp | 8.32%+3.5pp | 17.84%-6.1pp |
| Employer contribution / active EE | $13,329 | $11,641+14.5% | $30,793-56.7% | $14,688-9.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |