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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON10+ years Service code 11 · EIN 13-4215617 | Actuarial | $199,396 |
DOWD, BLOCH & BENNETT10+ years Service code 29 · EIN 36-3371377 | Legal | $131,339 |
VICTORY10+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 38-3212521 | Investment Management | $89,628 |
INVESTMENT CONSULTING SERVICES, LLC10+ years Filed as: INVESTMENT CONSULTING SERVICES LLC Service code 27 · EIN 32-0016703 | Advisory (Plan) | $78,700 |
CASTLEARK MANAGEMENT LLC9 years Service code 27 1 NORTH WACKER DRIVE, SUITE 3950 · CHICAGO, IL 60606 | Advisory (Plan) | $75,147 |
SAMANTHA SCHROFF2 years Filed as: SAMANTHA POSLUSZNY Service code 30 · EIN 36-6513565 | Employee (plan) | $47,532 |
COMMERCE BANK10+ years Filed as: THE COMMERCE TRUST COMPANY Service code 28 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $43,415 |
NATIONAL INVESTMENT SERVICES3 years Filed as: NATIONAL INVESTMENT SERVICES OF AME Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $38,532 |
JOHNSON BANK10+ years Filed as: JOHNSON INSTITUTIONAL MANAGEMENT Service code 28 3777 WEST FORK ROAD · CINCINNATI, OH 45247 | Investment Management | $34,478 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 | Accounting | $31,200 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.46% | 11.08%-0.6pp | 8.10%+2.4pp | 8.76%+1.7pp |
| Employer contribution / active EE | $28,953 | $13,910+108.1% | $28,649+1.1% | $16,664+73.7% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |