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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL, BRYANT, & HAMILL, LLC Service code 28 · EIN 35-2679129 | Investment Management | $105,759 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $85,265 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $68,405 |
Service code 28 · EIN 84-3937993 | Investment Management | $56,827 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $50,895 |
SYSTEMATIC FINANCIAL MANAGEMENT8+ years Filed as: SYSTEMATIC FINANCIAL Service code 28 · EIN 22-3367558 | Investment Management | $39,813 |
THE SEGAL COMPANY8+ years Filed as: SEGAL COMPANY (MIDWEST) INC Service code 11 · EIN 13-1975125 | Actuarial | $35,500 |
ROMOLO & ASSOCIATES4 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $28,992 |
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $26,250 |
MR. MICROCHIP2 years Service code 49 · EIN 59-3084068 | Other Services | $21,431 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -10.35% | -8.26%-2.1pp | -5.85%-4.5pp | 2.77%-13.1pp |
| Employer contribution / active EE | $14,805 | $12,543+18.0% | $31,839-53.5% | $15,262-3.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |