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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 180 N. LASALLE STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $64,167 |
TIC INTERNATIONAL CORPORATION1+ years Filed as: TIC INTERNATIONAL CORPORATIOIN Service code 13 · EIN 13-2600875 | Contract Administrator | $59,097 |
GOLDMAN SACHS1+ years Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 · EIN 83-0473650 | Investment Management | $35,481 |
NORTHPOINTE CAPITAL1+ years Filed as: NORTHPOINTE CAPITAL, LLC Service code 28 · EIN 23-3025935 | Investment Management | $30,588 |
SACHS WALDMAN PROFESSIONAL CORP.1+ years Filed as: SACHS WALDMAN, PROFESSIONAL CORP. Service code 29 · EIN 38-1905521 | Legal | $30,516 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART PARTNERS, INC. Service code 28 · EIN 39-1126909 | Investment Management | $28,005 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $25,400 |
Filed as: BRANDYWINE ASSET MANAGEMENT Service code 28 · EIN 51-0294065 | Investment Management | $24,414 |
SANTA BARBARA ASSET MANAGEMENT1+ years Filed as: SANTA BARBRA ASSET MANAGEMENT, LLC Service code 28 820 STATE STREET, 5TH FLR · SANTA BARBARA, CA 93101 | Investment Management | $20,948 |
HAMLIN CAPITAL MANAGEMENT, LLC1+ years Service code 28 640 FIFTH AVENUE, 6TH FLR · NEW YORK, NY 10019 | Investment Management | $19,093 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 2.47% | 0.68%+1.8pp | -1.61%+4.1pp | -0.60%+3.1pp |
| Employer contribution / active EE | $4,495 | $10,568-57.5% | $30,840-85.4% | $12,272-63.4% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |