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| Provider | Service type | Compensation |
|---|---|---|
TIC INTERNATIONAL CORPORATION8+ years Service code 10 · EIN 13-2600875 | Accounting | $179,106 |
MEKETA INVESTMENT GROUP2 years Service code 27 · EIN 41-1762771 | Advisory (Plan) | $113,114 |
SEGALL BRYANT & HAMILL7 years Service code 28 · EIN 41-1788385 | Investment Management | $58,583 |
REINHART BOERNER VAN DEUREN S.C.8+ years Filed as: REINHART PARTNERS, INC. Service code 28 · EIN 39-1711628 | Investment Management | $47,333 |
Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 1735 MARKET ST, 32 FLOOR · PHILADELPHIA, PA 191037094 | Investment Management | $23,724 |
Service code 10 · EIN 38-2284921 | Accounting | $20,300 |
Filed as: WATKINS PAWLICK CALATI & PRIFTI PC Service code 29 · EIN 83-2893229 | Legal | $15,402 |
WILLIAM BLAIR7 years Filed as: WILLIAM BLAIR FUNDS Service code 28 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $13,549 |
Filed as: DRIEHAUS CAPITAL MAAGEMENT Service code 28 · EIN 82-6505831 | Investment Management | $11,288 |
STATE STREET GLOBAL ADVISORS8+ years Service code 28 · EIN 04-0225081 | Investment Management | $9,770 |
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 | $3,157 | $55,730-94.3% | $96,515-96.7% | $96,393-96.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 74.3%+25.7pp | 71.3%+28.7pp |
| Annual return | 3.21% | 12.78%-9.6pp | 35.73%-32.5pp | 22.88%-19.7pp |
| Employer contribution / active EE | $397 | $4,014-90.1% | $3,740-89.4% | $3,239-87.7% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $18 | $105-83.0% | $6,735-99.7% | $74-75.7% |