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| Provider | Service type | Compensation |
|---|---|---|
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-2347077 | Investment Management | $114,130 |
REAMS ASSET MANAGEMENT2+ years Service code 28 227 WASHINGTON ST · COLUMBUS, IN 47202 | Investment Management | $111,131 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $61,376 |
ARGENT CAPITAL MANAGEMENT2+ years Filed as: ARGENT CAPITAL MANAGEMENT LLC Service code 28 · EIN 43-1826950 | Investment Management | $60,607 |
COMMERCE BANK2+ years Filed as: COMMERCE TRUST COMPANY Service code 28 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $54,535 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY CONSULTANTS, INC. Service code 27 · EIN 43-1489435 | Advisory (Plan) | $50,000 |
SCHEFFEL BOYLE2+ years Service code 10 · EIN 37-1206530 | Accounting | $35,029 |
US BANK2+ years Service code 21 · EIN 31-0841368 1555 N RIVERCENTER DR SUITE 300 · MILWAUKEE, WI 53212 | Bank Trustee | $22,154 |
HAMMOND AND SHINNERS, P.C.2+ years Filed as: HAMMOND & SHINNERS, P.C. Service code 29 · EIN 43-1429257 | Legal | $17,866 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 6.98% | 5.13%+1.8pp | 4.74%+2.2pp | 7.18%-0.2pp |
| Employer contribution / active EE | $18,328 | $14,689+24.8% | $36,089-49.2% | $13,095+40.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |