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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT CONSULTING SERVICES LLC Service code 27 · EIN 32-0016703 | Advisory (Plan) | $78,700 |
VICTORY9+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 38-3212521 | Investment Management | $77,045 |
WEDGE CAPITAL MANAGEMENT9+ years Service code 28 · EIN 56-1557450 | Investment Management | $73,893 |
DOWD, BLOCH & BENNETT9+ years Service code 29 · EIN 36-3371377 | Legal | $66,670 |
CASTLEARK MANAGEMENT LLC8 years Service code 27 1 NORTH WACKER DRIVE, SUITE 3950 · CHICAGO, IL 60606 | Advisory (Plan) | $47,319 |
Filed as: JACOBS LEVY MANAGEMENT Service code 28 · EIN 22-2774695 | Investment Management | $45,284 |
CHEIRON9+ years Service code 11 · EIN 13-4215617 | Actuarial | $44,571 |
COMMERCE BANK9+ years Filed as: THE COMMERCE TRUST COMPANY Service code 28 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $40,546 |
NATIONAL INVESTMENT SERVICES2 years Filed as: NATIONAL INVESTMENT SERVICES OF AME Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $36,350 |
Filed as: MAC NELL ACCOUNTING Service code 10 · EIN 30-0510353 | Accounting | $32,600 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 11.30% | 7.15%+4.2pp | 20.18%-8.9pp | 37.74%-26.4pp |
| Employer contribution / active EE | $26,542 | $13,270+100.0% | $29,108-8.8% | $15,788+68.1% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |