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| Provider | Service type | Compensation |
|---|---|---|
DOWD, BLOCH & BENNETT1+ years Service code 29 · EIN 36-3371377 | Legal | $102,523 |
Filed as: INVESTMENT CONSULTING SERVICES LLC Service code 27 · EIN 32-0016703 | Advisory (Plan) | $78,700 |
CHEIRON1+ years Service code 11 · EIN 13-4215617 | Actuarial | $75,838 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 38-3212521 | Investment Management | $57,285 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 56-1557450 | Investment Management | $49,952 |
DEBRA MARSICK1+ years Service code 30 · EIN 36-6513565 | Employee (plan) | $36,114 |
Filed as: BAUM SIGMAN AUERBACH NEUMAN, LTD Service code 29 · EIN 36-2744057 | Legal | $31,802 |
WENTWORTH HAUSER & VIOLICH1+ years Filed as: WENTWORTH, HAUSER, VIOLICH Service code 28 · EIN 91-1631301 | Investment Management | $30,982 |
CALIBRE CPA GROUP PLLC1+ years Service code 10 · EIN 47-0900880 | Accounting | $23,000 |
Filed as: BARING ASSET MANAGEMENT Service code 28 · EIN 98-0241935 | Investment Management | $22,004 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -2.42% | 0.68%-3.1pp | -1.61%-0.8pp | -0.60%-1.8pp |
| Employer contribution / active EE | $17,972 | $10,568+70.1% | $30,840-41.7% | $12,272+46.4% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |