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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 36-1264295 | Contract Administrator | $363,698 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Service code 28 · EIN 01-0614895 | Investment Management | $118,691 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $117,206 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $115,000 |
SEGALL BRYANT & HAMILL1 year Service code 28 · EIN 41-1788385 | Investment Management | $60,698 |
Filed as: CARMELL CHARONE WIDMER MOSS BARR Service code 29 · EIN 36-2738528 | Legal | $59,170 |
HARTMAN & ASSOCIATES2+ years Filed as: HARTMAN & ASSOCIATES, INC. Service code 11 · EIN 38-3951802 | Actuarial | $54,332 |
FRANK J BAKER & COMPANY, LTD2+ years Service code 10 · EIN 36-3086616 | Accounting | $45,810 |
US BANK2+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $37,850 |
MICHAEL B HAFFNER2+ years Service code 14 · EIN 36-6492992 | Plan Administrator | $34,313 |
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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 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | 7.93% | 4.38%+3.5pp | 4.72%+3.2pp | 7.18%+0.7pp |
| Employer contribution / active EE | $9,776 | $13,406-27.1% | $30,821-68.3% | $13,095-25.3% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |