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| Provider | Service type | Compensation |
|---|---|---|
ZIEGLER CAPITAL MANAGEMENT, LLC4+ years Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-2347077 70 WEST MADISON STREET SUITE 2400 · CHICAGO, IL 60602 | Investment Management | $117,122 |
REAMS ASSET MANAGEMENT4+ years Service code 28 · EIN 43-1925734 227 WASHINGTON ST · COLUMBUS, IN 47202 | Investment Management | $89,094 |
COMMERCE BANK4+ years Filed as: COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $83,952 |
ARGENT CAPITAL MANAGEMENT4+ years Filed as: ARGENT CAPITAL MANAGEMENT LLC Service code 28 · EIN 43-1826950 100 S BRENTWOOD BLVD SUITE 110 · ST LOUIS, MO 63105 | Investment Management | $77,868 |
ULLICO2 years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 8403 COLESVILLE RD · SILVER SPRINGS, MD 20910 | Investment Management | $74,591 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $63,244 |
MARQUETTE ASSOCIATES2 years Service code 27 · EIN 36-3485298 180 N LASALLE STREET SUITE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $50,000 |
JULIE VISINTINE2 years Service code 30 · EIN 37-6046408 | Employee (plan) | $28,621 |
US BANK4+ years Service code 21 · EIN 31-0841368 1555 N RIVERCENTER DR SUITE 300 · MILWAUKEE, WI 53212 | Bank Trustee | $21,203 |
SCHEFFEL BOYLE4+ years Service code 10 · EIN 37-1206530 222 EAST MAIN STREET · BELLEVILLE, IL 62220 | Accounting | $17,188 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -0.84% | -1.12%+0.3pp | -2.18%+1.3pp | 0.19%-1.0pp |
| Employer contribution / active EE | $18,114 | $12,052+50.3% | $38,751-53.3% | $13,763+31.6% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |