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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT CONSULTING SERVICES LLC Service code 27 · EIN 32-0016703 | Advisory (Plan) | $78,700 |
DOWD, BLOCH & BENNETT4+ years Service code 29 · EIN 36-3371377 | Legal | $71,214 |
CHEIRON4+ years Service code 11 · EIN 13-4215617 | Actuarial | $68,449 |
WEDGE CAPITAL MANAGEMENT4+ years Service code 28 · EIN 56-1557450 | Investment Management | $64,497 |
CASTLEARK MANAGEMENT LLC3 years Service code 27 1 NORTH WACKER DRIVE, SUITE 3950 · CHICAGO, IL 60606 | Advisory (Plan) | $62,699 |
VICTORY4+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 38-3212521 | Investment Management | $51,987 |
DEBRA MARSICK4+ years Service code 30 · EIN 36-6513565 | Employee (plan) | $50,442 |
Filed as: MAC NELL ACCOUNTING Service code 10 9436 SPRINGFIELD AVE. · EVANSTON, IL 60203 | Accounting | $39,942 |
COMMERCE BANK4+ years Filed as: THE COMMERCE TRUST COMPANY Service code 28 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $35,621 |
Filed as: BAUM SIGMAN AUERBACH NEUMAN, LTD Service code 29 · EIN 36-2744057 | Legal | $34,851 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -5.80% | 4.25%-10.0pp | -752.26%+746.5pp | 0.19%-6.0pp |
| Employer contribution / active EE | $21,965 | $11,906+84.5% | $31,802-30.9% | $13,763+59.6% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |