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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL, BRYANT, & HAMILL, LLC Service code 28 · EIN 35-2679129 | Investment Management | $126,227 |
ULLICO8 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $85,575 |
Service code 28 · EIN 84-3937993 | Investment Management | $65,396 |
SYSTEMATIC FINANCIAL MANAGEMENT10+ years Filed as: SYSTEMATIC FINANCIAL Service code 28 · EIN 22-3367558 | Investment Management | $49,110 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $45,440 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY (MIDWEST) INC Service code 11 · EIN 13-1975125 | Actuarial | $36,535 |
ROMOLO & ASSOCIATES6 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $35,678 |
CAVANAGH & O'HARA10+ years Filed as: CAVANAGH & OHARA LLP Service code 29 · EIN 37-1259635 | Legal | $29,533 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $29,063 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 49 · EIN 52-1796473 | Other Services | $24,000 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.80% | 11.08%-1.3pp | 8.10%+1.7pp | 8.76%+1.0pp |
| Employer contribution / active EE | $16,677 | $13,910+19.9% | $28,649-41.8% | $16,664+0.1% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |