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| Provider | Service type | Compensation |
|---|---|---|
TEAMSTERS LOCAL UNION 301 GENERAL10+ years Service code 13 · EIN 36-1264295 | Contract Administrator | $457,778 |
SEGALL BRYANT & HAMILL9 years Service code 28 · EIN 35-2679129 | Investment Management | $295,216 |
NATIONAL INVESTMENT SERVICES3 years Service code 28 · EIN 84-3937993 | Investment Management | $194,433 |
SEI INVESTMENTS2 years Filed as: SEI TRUST COMPANY Service code 28 · EIN 56-6593356 | Investment Management | $155,392 |
MARQUETTE ASSOCIATES10+ 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 | $104,684 |
SARA WHITE4 years Filed as: SARA HAFFNER- WOLF Service code 30 · EIN 36-6125658 | Employee (plan) | $90,017 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $84,940 |
FRANK J BAKER & COMPANY, LTD10+ years Service code 10 · EIN 36-3086616 | Accounting | $73,680 |
US BANK10+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $59,626 |
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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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 8.59% | 8.51%+0.1pp | 10.53%-1.9pp | 8.76%-0.2pp |
| Employer contribution / active EE | $17,460 | $16,216+7.7% | $26,797-34.8% | $16,664+4.8% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |