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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 15 · EIN 26-4310632 | Recordkeeping | $395,948 |
CICH & WTF1+ years Service code 13 · EIN 37-1117215 | Contract Administrator | $98,703 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 28 · EIN 95-4504381 | Investment Management | $98,214 |
DAVIS SELECTED ADVISORS LP1+ years Filed as: DAVIS SELECTED ADVISERS, LP Service code 28 · EIN 85-0360310 | Investment Management | $93,932 |
Filed as: MCDONNELL INVESTMENT MANAGEMENT LLC Service code 28 · EIN 36-4445613 | Investment Management | $37,957 |
SKYBRIDGE CAPITAL1+ years Filed as: SKYBRIDGE CAPITAL II, LLC Service code 51 · EIN 26-0403497 | Investment Mgmt Fees | $28,175 |
CAVANAGH & O'HARA1+ years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 | Legal | $23,847 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY (MIDWEST) Service code 16 · EIN 13-1975125 | Consulting | $16,970 |
STONEBRIDGE1+ years Filed as: STONEBRIDGE ADVISORS LLC Service code 28 · EIN 34-2027194 | Investment Management | $15,545 |
ROMOLO & ASSOCIATES1+ years Service code 10 · EIN 37-1077733 | Accounting | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,902 | $80,354-72.7% | $133,975-83.7% | $63,975-65.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | -0.70% | 13.11%-13.8pp | 29.29%-30.0pp | 48.65%-49.4pp |
| Employer contribution / active EE | $3,858 | $3,503+10.1% | $5,211-26.0% | $2,182+76.8% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $181 | $69+160.6% | $9,324-98.1% | $70+156.5% |