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| Provider | Service type | Compensation |
|---|---|---|
EARNEST PARTNERS, LLC7+ years Service code 28 · EIN 58-2386669 | Investment Management | $249,716 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $175,129 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $163,860 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $161,876 |
NAT'L ELEV IND PENSION PLAN2 years Filed as: NAT'L INVESTMENT SVCS OF AMERICA Service code 28 · EIN 84-3937993 | Investment Management | $148,019 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $147,455 |
P. FLASCH4 years Service code 14 · EIN 36-6488227 | Plan Administrator | $131,261 |
THE SEGAL COMPANY7+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $124,790 |
Service code 29 · EIN 36-2744057 | Legal | $120,857 |
FIDUCIENT ADVISORS LLC1 year Service code 16 · EIN 36-4001764 | Consulting | $95,939 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 16.23% | 19.37%-3.1pp | 11.08%+5.2pp | 15.63%+0.6pp |
| Employer contribution / active EE | $15,244 | $13,107+16.3% | $28,418-46.4% | $11,476+32.8% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |