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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL6+ years Filed as: SEGALL, BRYANT, HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $82,541 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $80,434 |
Service code 28 · EIN 84-3937993 | Investment Management | $70,186 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $66,501 |
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY (MIDWEST) INC Service code 11 · EIN 13-1975125 | Actuarial | $35,500 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $30,625 |
SYSTEMATIC FINANCIAL MANAGEMENT6+ years Filed as: SYSTEMATIC FINANCIAL Service code 28 · EIN 22-3367558 | Investment Management | $29,304 |
MARQUETTE ASSOCIATES6+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $25,625 |
ROMOLO & ASSOCIATES2 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $22,588 |
CAVANAGH & O'HARA6+ years Filed as: CAVANAGH & OHARA LLP Service code 29 · EIN 37-1259635 | Legal | $21,000 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 9.38% | 6.41%+3.0pp | 8.01%+1.4pp | 11.45%-2.1pp |
| Employer contribution / active EE | $14,080 | $11,592+21.5% | $29,475-52.2% | $17,219-18.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |