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| Provider | Service type | Compensation |
|---|---|---|
TIC INTERNATIONAL CORPORATION7+ years Service code 10 · EIN 13-2600875 | Accounting | $179,522 |
MEKETA INVESTMENT GROUP1 year Service code 27 · EIN 41-1762771 | Advisory (Plan) | $117,684 |
SEGALL BRYANT & HAMILL6 years Service code 28 · EIN 41-1788385 | Investment Management | $67,779 |
REINHART BOERNER VAN DEUREN S.C.7+ years Filed as: REINHART PARTNERS, INC. Service code 28 · EIN 39-1711628 | Investment Management | $49,720 |
Service code 10 · EIN 38-2284921 | Accounting | $20,000 |
Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 1735 MARKET ST, 32 FLOOR · PHILADELPHIA, PA 191037094 | Investment Management | $17,983 |
Filed as: DRIEHAUS CAPITAL MANAGEMENT Service code 28 · EIN 82-6505831 | Investment Management | $15,619 |
WILLIAM BLAIR6 years Filed as: WILLIAM BLAIR FUNDS Service code 28 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $15,195 |
Filed as: WATKINS PAWLICK CALATI & PRIFTI PC Service code 29 · EIN 83-2893229 | Legal | $10,730 |
LEGGHIO & ISRAEL, P.C.7+ years Service code 29 · EIN 38-8197448 | Legal | $10,612 |
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,019 | $51,785-94.2% | $112,249-97.3% | $89,433-96.6% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -12.51% | -11.06%-1.4pp | 27.48%-40.0pp | -11.88%-0.6pp |
| Employer contribution / active EE | $324 | $3,782-91.4% | $3,636-91.1% | $3,021-89.3% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $19 | $102-80.8% | $6,412-99.7% | $79-75.5% |