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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT8+ years Service code 28 · EIN 56-1557450 | Investment Management | $82,338 |
Filed as: INVESTMENT CONSULTING SERVICES LLC Service code 27 · EIN 32-0016703 | Advisory (Plan) | $78,700 |
VICTORY8+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 38-3212521 | Investment Management | $71,903 |
Filed as: JACOBS LEVY MANAGEMENT Service code 28 · EIN 22-2774695 | Investment Management | $58,976 |
DEBRA MARSICK8+ years Service code 30 · EIN 36-6513565 | Employee (plan) | $49,296 |
DOWD, BLOCH & BENNETT8+ years Service code 29 · EIN 36-3371377 | Legal | $48,874 |
CASTLEARK MANAGEMENT LLC7 years Service code 27 1 NORTH WACKER DRIVE, SUITE 3950 · CHICAGO, IL 60606 | Advisory (Plan) | $47,526 |
COMMERCE BANK8+ years Filed as: THE COMMERCE TRUST COMPANY Service code 28 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $40,790 |
Filed as: BAUM SIGMAN AUERBACH NEUMAN, LTD Service code 29 · EIN 36-2744057 | Legal | $32,281 |
Filed as: MAC NELL ACCOUNTING Service code 10 9436 SPRINGFIELD AVE. · EVANSTON, IL 60203 | Accounting | $31,794 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -12.39% | -8.26%-4.1pp | -5.85%-6.5pp | 2.77%-15.2pp |
| Employer contribution / active EE | $25,966 | $12,543+107.0% | $31,839-18.4% | $15,262+70.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |