Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ZIEGLER CAPITAL MANAGEMENT, LLC5+ years Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-2347077 70 WEST MADISON STREET SUITE 2400 · CHICAGO, IL 60602 | Investment Management | $126,813 |
REAMS ASSET MANAGEMENT5+ years Service code 28 · EIN 43-1925734 227 WASHINGTON ST · COLUMBUS, IN 47202 | Investment Management | $94,215 |
COMMERCE BANK5+ years Filed as: COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $88,009 |
ULLICO3 years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 8403 COLESVILLE RD · SILVER SPRINGS, MD 20910 | Investment Management | $71,729 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $61,938 |
ARGENT CAPITAL MANAGEMENT5+ 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 | $58,269 |
MARQUETTE ASSOCIATES3 years Service code 27 · EIN 36-3485298 180 N LASALLE STREET SUITE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $50,000 |
JULIE VISINTINE3 years Service code 30 · EIN 37-6046408 | Employee (plan) | $32,920 |
US BANK5+ years Service code 21 · EIN 31-0841368 1555 N RIVERCENTER DR SUITE 300 · MILWAUKEE, WI 53212 | Bank Trustee | $22,366 |
SCHEFFEL BOYLE5+ years Service code 10 · EIN 37-1206530 222 EAST MAIN STREET · BELLEVILLE, IL 62220 | Accounting | $18,170 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 12.63% | 33.70%-21.1pp | 14.64%-2.0pp | 53.27%-40.6pp |
| Employer contribution / active EE | $18,641 | $14,473+28.8% | $41,831-55.4% | $14,774+26.2% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |