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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 14 · EIN 52-1590516 | Plan Administrator | $893,030 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $387,126 |
REINHART BOERNER VAN DEUREN S.C.4+ years Filed as: REINHART BOERNER & VAN DEUREN, SC Service code 29 · EIN 39-1126909 | Legal | $382,551 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $290,000 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1975125 | Actuarial | $258,739 |
Filed as: BARROW HANLEY, MEWHINNEY & STRAUSS, Service code 28 · EIN 75-2403190 | Investment Management | $246,284 |
ADELMAN & GETTLEMAN, LTD.3 years Service code 29 · EIN 36-3382789 | Legal | $228,039 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $199,840 |
Service code 16 · EIN 38-3930662 | Consulting | $143,880 |
Filed as: MESIROW FINANCIAL EQUITY MANAGEMENT Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $125,839 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $177,834-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 7.61% | 15.03%-7.4pp | 11.67%-4.1pp | 21.83%-14.2pp |
| Employer contribution / active EE | $2,417 | $3,206-24.6% | $28,376-91.5% | $12,237-80.2% |
| Participant deferral / active EE | $0 | $0 | $46-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $15,617-100.0% | $1,551,325-100.0% |