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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMINISTRATION Service code 10 · EIN 91-1363171 | Accounting | $233,427 |
MEKETA INVESTMENT GROUP3 years Service code 27 · EIN 41-1762771 | Advisory (Plan) | $117,494 |
SEGALL BRYANT & HAMILL8 years Service code 28 · EIN 41-1788385 | Investment Management | $78,742 |
REINHART BOERNER VAN DEUREN S.C.9+ years Filed as: REINHART PARTNERS, INC. Service code 28 · EIN 39-1711628 | Investment Management | $49,286 |
Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 1735 MARKET ST, 32 FLOOR · PHILADELPHIA, PA 191037094 | Investment Management | $30,366 |
Service code 10 · EIN 38-2284921 | Accounting | $24,100 |
Filed as: WATKINS PAWLICK CALATI & PRIFTI PC Service code 29 · EIN 83-2893229 | Legal | $19,772 |
Filed as: TIC MIDWEST Service code 13 · EIN 13-2600875 | Contract Administrator | $17,800 |
Filed as: DRIEHAUS CAPITAL MAAGEMENT Service code 28 · EIN 82-6505831 | Investment Management | $16,181 |
STATE STREET GLOBAL ADVISORS9+ years Service code 28 · EIN 04-0225081 | Investment Management | $13,019 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,205 | $241,850-97.4% | $102,437-93.9% | $200,096-96.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.43% | 17.67%-6.2pp | 24.95%-13.5pp | 34.26%-22.8pp |
| Employer contribution / active EE | $2,340 | $4,253-45.0% | $3,871-39.5% | $3,038-23.0% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $38 | $288-86.8% | $8,388-99.5% | $269-85.9% |