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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: THE SEGAL GROUP, INC. Service code 11 101 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $83,376 |
Filed as: TIC INTERNATIONAL CORP Service code 13 · EIN 60-1822042 | Contract Administrator | $82,193 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK CITY, NY 10036 | Advisory (Plan) | $72,209 |
CLIFTONLARSONALLEN LLP8 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $43,123 |
CAVANAGH & O'HARA8 years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 26-1688286 | Legal | $34,336 |
AMERICAN FUNDS1 year Filed as: AMERICAN FUNDS - HKS Service code 15 444 W. LAKE STREET · CHICAGO, IL 60606 | Recordkeeping | $21,246 |
ENVISION CAPITAL MANAGEMENT2 years Filed as: ENVISION INSURANCE GROUP Service code 23 1616 W. PIONEER PARKWAY · PEORIA, IL 61615 | Direct payment from the plan; Insuran... | $16,645 |
FIRST MID INSURANCE GROUP6 years Service code 13 · EIN 37-1272270 | Contract Administrator | $8,888 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 8.05% | 11.01%-3.0pp | 8.10%0pp | 7.65%+0.4pp |
| Employer contribution / active EE | $9,436 | $13,413-29.6% | $28,661-67.1% | $20,599-54.2% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |