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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 36-1264295 | Contract Administrator | $372,000 |
SEGALL BRYANT & HAMILL5 years Service code 28 · EIN 41-1788385 | Investment Management | $239,997 |
INTECH INVESTMENT MANAGEMENT LLC6+ years Service code 28 · EIN 01-0614895 | Investment Management | $162,869 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $131,131 |
MARQUETTE ASSOCIATES6+ 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 | $97,495 |
MCGANN KETTERMAN & RIOUX2 years Service code 29 · EIN 36-3968279 | Legal | $58,857 |
FRANK J BAKER & COMPANY, LTD6+ years Service code 10 · EIN 36-3086616 | Accounting | $52,625 |
US BANK6+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $39,836 |
MICHAEL B HAFFNER6+ years Service code 14 · EIN 36-6492992 | Plan Administrator | $35,210 |
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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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 9.04% | 15.15%-6.1pp | 10.57%-1.5pp | 11.45%-2.4pp |
| Employer contribution / active EE | $14,086 | $16,781-16.1% | $29,483-52.2% | $17,219-18.2% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |