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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $262,020 |
REAMS ASSET MANAGEMENT10+ years Service code 28 · EIN 43-1925734 227 WASHINGTON ST · COLUMBUS, IN 47202 | Investment Management | $152,229 |
COMMERCE BANK10+ years Filed as: COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $110,996 |
SEGALL BRYANT & HAMILL5 years Service code 28 | Investment Management | $99,586 |
ULLICO8 years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 8403 COLESVILLE RD · SILVER SPRINGS, MD 20910 | Investment Management | $80,253 |
F/M INVESTMENTS LLC1 year Service code 28 70 WEST MADISON STREET SUITE 2400 · CHICAGO, IL 60602 | Investment Management | $68,092 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $66,154 |
MARQUETTE ASSOCIATES8 years Service code 27 · EIN 36-3485298 180 N LASALLE STREET SUITE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $62,000 |
JULIE VISINTINE8 years Service code 30 · EIN 37-6046408 | Employee (plan) | $46,208 |
ZIEGLER CAPITAL MANAGEMENT, LLC10+ years Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-2347077 70 WEST MADISON STREET SUITE 2400 · CHICAGO, IL 60602 | Investment Management | $35,949 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.90% | 11.08%-2.2pp | 8.10%+0.8pp | 8.76%+0.1pp |
| Employer contribution / active EE | $19,879 | $13,910+42.9% | $28,649-30.6% | $16,664+19.3% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |