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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 36-1264295 | Contract Administrator | $327,896 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Service code 28 · EIN 01-0614895 | Investment Management | $178,538 |
SEGALL BRYANT & HAMILL3 years Service code 28 · EIN 41-1788385 | Investment Management | $137,194 |
Filed as: HORIZION ACTURIAL SERVICES, LLC Service code 11 · EIN 26-1370698 | Actuarial | $128,870 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $118,028 |
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $115,000 |
FRANK J BAKER & COMPANY, LTD4+ years Service code 10 · EIN 36-3086616 | Accounting | $72,095 |
Filed as: CARMELL CHARONE WIDMER MOSS BARR Service code 29 · EIN 36-2738528 | Legal | $64,989 |
US BANK4+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $40,208 |
MICHAEL B HAFFNER4+ years Service code 14 · EIN 36-6492992 | Plan Administrator | $33,076 |
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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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | -2.02% | 4.52%-6.5pp | -0.70%-1.3pp | 0.19%-2.2pp |
| Employer contribution / active EE | $12,285 | $13,719-10.5% | $28,903-57.5% | $13,763-10.7% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |