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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL1+ years Filed as: SEGALL, BRYANT, HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $79,163 |
NATIONAL INVESTMENT SERVICES1+ years Filed as: NATIONAL INV SERV Service code 28 · EIN 80-0169636 | Investment Management | $64,100 |
ENTRUST PARTNERS OFFSHORE LP1+ years Service code 28 · EIN 90-0644478 | Investment Management | $57,434 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $53,227 |
NEWTOWER TRUST COMPANY1+ years Service code 28 · EIN 30-0872552 | Investment Management | $50,159 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $45,837 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY (MIDWEST) INC Service code 11 · EIN 13-1975125 | Actuarial | $41,583 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL Service code 28 · EIN 22-3367558 | Investment Management | $26,062 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $25,000 |
CAVANAGH & O'HARA1+ years Filed as: CAVANAGH & OHARA LLP Service code 29 · EIN 37-1259635 | Legal | $22,573 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -0.14% | 0.68%-0.8pp | -1.61%+1.5pp | -0.60%+0.5pp |
| Employer contribution / active EE | $11,538 | $10,568+9.2% | $30,840-62.6% | $12,272-6.0% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |