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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $236,860 |
ZIEGLER CAPITAL MANAGEMENT, LLC8+ years Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-2347077 70 WEST MADISON STREET SUITE 2400 · CHICAGO, IL 60602 | Investment Management | $137,104 |
REAMS ASSET MANAGEMENT8+ years Service code 28 · EIN 43-1925734 227 WASHINGTON ST · COLUMBUS, IN 47202 | Investment Management | $134,351 |
THE SEGAL COMPANY8+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $97,128 |
COMMERCE BANK8+ years Filed as: COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $89,054 |
ULLICO6 years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 8403 COLESVILLE RD · SILVER SPRINGS, MD 20910 | Investment Management | $83,668 |
SEGALL BRYANT & HAMILL3 years Service code 28 | Investment Management | $74,768 |
MARQUETTE ASSOCIATES6 years Service code 27 · EIN 36-3485298 180 N LASALLE STREET SUITE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $58,000 |
JULIE VISINTINE6 years Service code 30 · EIN 37-6046408 | Employee (plan) | $39,866 |
US BANK8+ years Service code 21 · EIN 31-0841368 1555 N RIVERCENTER DR SUITE 300 · MILWAUKEE, WI 53212 | Bank Trustee | $23,553 |
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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 | -9.36% | -8.26%-1.1pp | -5.85%-3.5pp | 2.78%-12.1pp |
| Employer contribution / active EE | $20,270 | $12,543+61.6% | $31,839-36.3% | $15,276+32.7% |
| 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% |