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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 36-1264295 | Contract Administrator | $457,945 |
SEGALL BRYANT & HAMILL8 years Service code 28 · EIN 35-2679129 | Investment Management | $346,962 |
SEI INVESTMENTS1 year Filed as: SEI TRUST COMPANY Service code 28 · EIN 56-6593356 | Investment Management | $158,279 |
MARQUETTE ASSOCIATES9+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $125,000 |
Filed as: HORIZION ACTURIAL SERVICES, LLC Service code 11 · EIN 26-1370698 | Actuarial | $92,885 |
SARA WHITE3 years Filed as: SARA HAFFNER- WOLF Service code 30 · EIN 36-6125658 | Employee (plan) | $88,037 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $85,504 |
MCGANN KETTERMAN & RIOUX5 years Service code 29 · EIN 36-3968279 | Legal | $58,800 |
FRANK J BAKER & COMPANY, LTD9+ years Service code 10 · EIN 36-3086616 | Accounting | $56,299 |
NATIONAL INVESTMENT SERVICES2 years Service code 28 · EIN 84-3937993 | Investment Management | $54,699 |
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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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 9.60% | 724.96%-715.4pp | 78.62%-69.0pp | 37.77%-28.2pp |
| Employer contribution / active EE | $16,794 | $14,638+14.7% | $31,646-46.9% | $15,798+6.3% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |