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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $179,967 |
ZIEGLER CAPITAL MANAGEMENT, LLC9+ years Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-2347077 70 WEST MADISON STREET SUITE 2400 · CHICAGO, IL 60602 | Investment Management | $136,878 |
REAMS ASSET MANAGEMENT9+ years Service code 28 · EIN 43-1925734 227 WASHINGTON ST · COLUMBUS, IN 47202 | Investment Management | $109,050 |
COMMERCE BANK9+ years Filed as: COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $88,649 |
SEGALL BRYANT & HAMILL4 years Service code 28 | Investment Management | $81,830 |
ULLICO7 years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 8403 COLESVILLE RD · SILVER SPRINGS, MD 20910 | Investment Management | $76,857 |
THE SEGAL COMPANY9+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $76,309 |
MARQUETTE ASSOCIATES7 years Service code 27 · EIN 36-3485298 180 N LASALLE STREET SUITE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $62,000 |
JULIE VISINTINE7 years Service code 30 · EIN 37-6046408 | Employee (plan) | $42,824 |
US BANK9+ years Service code 21 · EIN 31-0841368 1555 N RIVERCENTER DR SUITE 300 · MILWAUKEE, WI 53212 | Bank Trustee | $24,094 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 8.48% | 7.15%+1.3pp | 20.18%-11.7pp | 37.77%-29.3pp |
| Employer contribution / active EE | $19,866 | $13,270+49.7% | $29,108-31.8% | $15,798+25.7% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |