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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES2 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $488,602 |
NORTHERN TRUST COMPANY3+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $458,335 |
FOUNDRY PARTNERS3+ years Filed as: FOUNDRY PARTNERS, LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $405,611 |
GLOBAL TRUST COMPANY1 year Service code 21 · EIN 26-3761443 | Bank Trustee | $363,806 |
THE SEGAL COMPANY2 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $264,116 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $221,223 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $183,330 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS TRUST COMPANY Service code 21 · EIN 13-4165352 | Bank Trustee | $153,716 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $146,733 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $112,500 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 7.94% | -0.94%+8.9pp | -2.18%+10.1pp | 33.37%-25.4pp |
| Employer contribution / active EE | $20,301 | $12,464+62.9% | $38,751-47.6% | $11,253+80.4% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |