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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 | Investment Management | $126,677 |
Service code 10 · EIN 13-2600875 | Accounting | $126,053 |
THE SEGAL COMPANY7 years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $105,000 |
COMERICA BANK8+ years Filed as: COMERICA Service code 18 · EIN 42-1741646 | Custodial (other than securities); Di... | $71,195 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $66,669 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $51,034 |
Service code 28 50 SOUTH LASALLE ST, STE M12 · CHICAGO, IL 60603 | Investment Management | $46,288 |
FERGUSON WIDMAYER & CLARK PC5 years Service code 29 · EIN 38-2995783 | Legal | $45,455 |
LAZARD ASSET MANAGEMENT7 years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 18 · EIN 05-0530199 | Investment management fees paid direc... | $37,896 |
O'SULLIVAN ASSOCIATES7 years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 20-8199367 | Actuarial | $37,600 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 0.36% | 7.95%-7.6pp | 20.18%-19.8pp | 9.11%-8.8pp |
| Employer contribution / active EE | $11,864 | $14,684-19.2% | $29,108-59.2% | $12,231-3.0% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |