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| Provider | Service type | Compensation |
|---|---|---|
EARNEST PARTNERS, LLC4+ years Service code 28 · EIN 58-2386669 | Investment Management | $193,558 |
NATIONAL INVESTMENT SERVICES4+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $185,554 |
Service code 27 · EIN 75-2403190 | Advisory (Plan) | $182,399 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $154,593 |
Service code 29 · EIN 36-2744057 | Legal | $154,298 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $141,206 |
J.P. BURKE4+ years Filed as: J. BURKE Service code 14 · EIN 36-6488227 | Plan Administrator | $140,082 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $137,415 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $135,000 |
BOSTON TRUST WALDEN COMPANY4+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 28 · EIN 04-2273811 | Investment Management | $122,003 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -2.55% | 2.02%-4.6pp | -752.26%+749.7pp | 33.37%-35.9pp |
| Employer contribution / active EE | $13,779 | $12,422+10.9% | $31,802-56.7% | $11,253+22.4% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |