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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 36-1264295 | Contract Administrator | $351,168 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Service code 28 · EIN 01-0614895 | Investment Management | $158,060 |
SEGALL BRYANT & HAMILL2 years Service code 28 · EIN 41-1788385 | Investment Management | $130,613 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $125,215 |
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $115,000 |
Filed as: CARMELL CHARONE WIDMER MOSS BARR Service code 29 · EIN 36-2738528 | Legal | $59,093 |
Filed as: HORIZION ACTURIAL SERVICES, LLC Service code 11 · EIN 26-1370698 | Actuarial | $48,100 |
FRANK J BAKER & COMPANY, LTD3+ years Service code 10 · EIN 36-3086616 | Accounting | $42,356 |
US BANK3+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $41,197 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 16 · EIN 23-2182079 | Consulting | $39,672 |
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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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 10.49% | 11.16%-0.7pp | 14.20%-3.7pp | 23.90%-13.4pp |
| Employer contribution / active EE | $9,594 | $17,064-43.8% | $27,968-65.7% | $16,539-42.0% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |