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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 36-1264295 | Contract Administrator | $348,678 |
SEGALL BRYANT & HAMILL4 years Service code 28 · EIN 41-1788385 | Investment Management | $235,146 |
BENESYS, INC.3 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 16 · EIN 23-2182079 | Consulting | $184,446 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Service code 28 · EIN 01-0614895 | Investment Management | $156,634 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $126,643 |
MARQUETTE ASSOCIATES5+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $115,000 |
Filed as: HORIZION ACTURIAL SERVICES, LLC Service code 11 · EIN 26-1370698 | Actuarial | $93,650 |
FRANK J BAKER & COMPANY, LTD5+ years Service code 10 · EIN 36-3086616 | Accounting | $60,469 |
MCGANN KETTERMAN & RIOUX1 year Service code 29 · EIN 36-3968279 | Legal | $59,267 |
US BANK5+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $41,951 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 13.82% | 20.24%-6.4pp | 16.32%-2.5pp | 53.27%-39.4pp |
| Employer contribution / active EE | $12,719 | $14,384-11.6% | $31,806-60.0% | $14,774-13.9% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |