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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL2+ years Filed as: SEGALL, BRYANT, HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $77,572 |
NATIONAL INVESTMENT SERVICES2+ years Filed as: NATIONAL INV SERV Service code 28 · EIN 80-0169636 | Investment Management | $76,901 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $58,335 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $47,239 |
ENTRUST PARTNERS OFFSHORE LP2+ years Service code 28 · EIN 90-0644478 | Investment Management | $46,431 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY (MIDWEST) INC Service code 11 · EIN 13-1975125 | Actuarial | $35,500 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Filed as: SYSTEMATIC FINANCIAL Service code 28 · EIN 22-3367558 | Investment Management | $27,061 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $25,000 |
CAVANAGH & O'HARA2+ years Filed as: CAVANAGH & OHARA LLP Service code 29 · EIN 37-1259635 | Legal | $24,934 |
COMMERCE BANK2+ years Filed as: COMMERCE TRUST COMPANY Service code 19 · EIN 48-0962626 | Securities Custodian | $22,284 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 7.93% | 3.49%+4.4pp | 4.16%+3.8pp | 7.18%+0.7pp |
| Employer contribution / active EE | $13,557 | $11,083+22.3% | $29,966-54.8% | $13,095+3.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |