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| Provider | Service type | Compensation |
|---|---|---|
DOWD, BLOCH & BENNETT6+ years Service code 29 · EIN 36-3371377 | Legal | $101,274 |
Filed as: INVESTMENT CONSULTING SERVICES LLC Service code 27 · EIN 32-0016703 | Advisory (Plan) | $78,700 |
WEDGE CAPITAL MANAGEMENT6+ years Service code 28 · EIN 56-1557450 | Investment Management | $70,824 |
VICTORY6+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 38-3212521 | Investment Management | $63,757 |
CASTLEARK MANAGEMENT LLC5 years Service code 27 1 NORTH WACKER DRIVE, SUITE 3950 · CHICAGO, IL 60606 | Advisory (Plan) | $54,799 |
Filed as: JACOBS LEVY MANAGEMENT Service code 28 · EIN 22-2774695 | Investment Management | $51,818 |
DEBRA MARSICK6+ years Service code 30 · EIN 36-6513565 | Employee (plan) | $46,909 |
COMMERCE BANK6+ years Filed as: THE COMMERCE TRUST COMPANY Service code 28 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $40,525 |
Filed as: BAUM SIGMAN AUERBACH NEUMAN, LTD Service code 29 · EIN 36-2744057 | Legal | $33,128 |
JOHNSON BANK6+ years Filed as: JOHNSON INSTITUTIONAL MANAGEMENT Service code 28 3777 WEST FORK ROAD · CINCINNATI, OH 45247 | Investment Management | $31,123 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 9.22% | 6.41%+2.8pp | 8.01%+1.2pp | 11.45%-2.2pp |
| Employer contribution / active EE | $23,276 | $11,592+100.8% | $29,475-21.0% | $17,219+35.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |