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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL4+ years Filed as: SEGALL, BRYANT, HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $84,141 |
NATIONAL INVESTMENT SERVICES4+ years Filed as: NATIONAL INV SERV Service code 28 · EIN 80-0169636 | Investment Management | $82,414 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $67,346 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $63,443 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $54,600 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY (MIDWEST) INC Service code 11 · EIN 13-1975125 | Actuarial | $41,950 |
SYSTEMATIC FINANCIAL MANAGEMENT4+ years Filed as: SYSTEMATIC FINANCIAL Service code 28 · EIN 22-3367558 | Investment Management | $27,728 |
COMMERCE BANK4+ years Filed as: COMMERCE TRUST COMPANY Service code 19 · EIN 48-0962626 | Securities Custodian | $26,068 |
ROMOLO & ASSOCIATES4+ years Service code 10 · EIN 37-1077733 | Accounting | $25,057 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $25,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -4.49% | 4.25%-8.7pp | -752.26%+747.8pp | 0.19%-4.7pp |
| Employer contribution / active EE | $13,431 | $11,906+12.8% | $31,802-57.8% | $13,763-2.4% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |