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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL3+ years Filed as: SEGALL, BRYANT, HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $121,925 |
NATIONAL INVESTMENT SERVICES3+ years Filed as: NATIONAL INV SERV Service code 28 · EIN 80-0169636 | Investment Management | $81,392 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $69,224 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $60,212 |
SYSTEMATIC FINANCIAL MANAGEMENT3+ years Filed as: SYSTEMATIC FINANCIAL Service code 28 · EIN 22-3367558 | Investment Management | $41,457 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $41,340 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY (MIDWEST) INC Service code 11 · EIN 13-1975125 | Actuarial | $35,500 |
ROMOLO & ASSOCIATES3+ years Service code 10 · EIN 37-1077733 | Accounting | $26,817 |
COMMERCE BANK3+ years Filed as: COMMERCE TRUST COMPANY Service code 19 · EIN 48-0962626 | Securities Custodian | $25,169 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $25,000 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 10.86% | 11.78%-0.9pp | 8.32%+2.5pp | 23.90%-13.0pp |
| Employer contribution / active EE | $11,121 | $11,309-1.7% | $30,793-63.9% | $16,539-32.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |