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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2600875 | Accounting | $128,387 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 | Investment Management | $124,498 |
THE SEGAL COMPANY8 years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $120,000 |
Filed as: BROOKFIELD ASSET MANAGEMENT Service code 28 | Investment Management | $102,369 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $75,534 |
COMERICA BANK9+ years Filed as: COMERICA Service code 18 · EIN 42-1741646 | Float revenue; Custodial (other than ... | $71,088 |
Service code 28 333 SOUTH WABASH, WB-36 · CHICAGO, IL 60604 | Investment Management | $62,835 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $53,264 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $42,570 |
LAZARD ASSET MANAGEMENT8 years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 18 · EIN 05-0530199 | Custodial (securities); Investment ma... | $40,802 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.92% | 10.33%+3.6pp | 8.10%+5.8pp | 9.30%+4.6pp |
| Employer contribution / active EE | $13,095 | $14,972-12.5% | $28,649-54.3% | $12,551+4.3% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |