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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMINISTRATION Service code 10 · EIN 91-1363171 | Accounting | $285,096 |
MEKETA INVESTMENT GROUP4 years Service code 27 · EIN 41-1762771 | Advisory (Plan) | $132,556 |
SEGALL BRYANT & HAMILL9 years Service code 28 · EIN 41-1788385 | Investment Management | $91,449 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART PARTNERS, INC. Service code 28 · EIN 39-1711628 | Investment Management | $48,873 |
Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 1735 MARKET ST, 32 FLOOR · PHILADELPHIA, PA 191037094 | Investment Management | $27,687 |
BENDA, GRACE, STULZ & COMPANY, P.C.10+ years Service code 10 · EIN 38-2284921 | Accounting | $24,000 |
Filed as: WATKINS PAWLICK CALATI & PRIFTI PC Service code 29 · EIN 83-2893229 | Legal | $20,769 |
WILLIAM BLAIR9 years Filed as: WILLIAM BLAIR FUNDS Service code 28 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $18,810 |
STATE STREET GLOBAL ADVISORS10+ years Service code 28 · EIN 04-0225081 | Investment Management | $14,188 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 49 222 DELAWARE AVENUE · WILMINGTON, DE 19801 | Other Services | $12,364 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,813 | $117,739-94.2% | $107,525-93.7% | $117,739-94.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 75.1%+24.9pp | 76.6%+23.4pp |
| Annual return | 5.07% | 17.29%-12.2pp | 181.32%-176.2pp | 17.29%-12.2pp |
| Employer contribution / active EE | $1,788 | $3,746-52.3% | $3,754-52.4% | $3,746-52.3% |
| Participant deferral / active EE | $0 | $6,128-100.0% | $5,116-100.0% | $6,128-100.0% |
| Admin fee / account holder | $40 | $112-64.1% | $8,919-99.5% | $112-64.1% |