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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 36-1264295 | Contract Administrator | $445,727 |
SEGALL BRYANT & HAMILL7 years Service code 28 · EIN 35-2679129 | Investment Management | $307,614 |
INTECH INVESTMENT MANAGEMENT LLC8+ years Service code 28 · EIN 01-0614895 | Investment Management | $208,315 |
MARQUETTE ASSOCIATES8+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $104,613 |
SARA WHITE2 years Filed as: SARA HAFFNER- WOLF Service code 30 · EIN 36-6125658 | Employee (plan) | $73,589 |
Filed as: HORIZION ACTURIAL SERVICES, LLC Service code 11 · EIN 26-1370698 | Actuarial | $71,500 |
MCGANN KETTERMAN & RIOUX4 years Service code 29 · EIN 36-3968279 | Legal | $58,800 |
Service code 28 · EIN 84-3937993 | Investment Management | $53,675 |
FRANK J BAKER & COMPANY, LTD8+ years Service code 10 · EIN 36-3086616 | Accounting | $49,860 |
US BANK8+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $44,570 |
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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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -9.05% | -4.95%-4.1pp | 22.50%-31.6pp | 2.78%-11.8pp |
| Employer contribution / active EE | $16,302 | $15,740+3.6% | $33,849-51.8% | $15,276+6.7% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |