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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 14 · EIN 52-1590516 | Plan Administrator | $891,311 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON INVST.CO (WALTER SCOTT) Service code 28 | Investment Management | $435,432 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $349,583 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART BOERNER & VAN DEUREN, SC Service code 29 · EIN 36-6088110 | Legal | $297,973 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $290,502 |
THE SEGAL COMPANY5+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1975125 | Actuarial | $280,367 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $244,223 |
Filed as: BARROW HANLEY, MEWHINNEY & STRAUSS, Service code 28 · EIN 75-2403190 | Investment Management | $191,039 |
NATIONAL INVESTMENT SERVICES5+ years Filed as: NATIONAL INVESTMENT SERVICES INC. Service code 28 · EIN 84-3937993 | Investment Management | $172,628 |
BAIRD FUNDS5+ years Filed as: ROBERT W. BAIRD & CO. Service code 28 · EIN 39-6037917 | Investment Management | $157,807 |
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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 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 1.70% | 9.42%-7.7pp | 9.65%-8.0pp | 12.86%-11.2pp |
| Employer contribution / active EE | $2,690 | $3,243-17.1% | $27,458-90.2% | $13,687-80.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |