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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: HATTERAS INVESTMENT PARTNERS LLC Service code 28 · EIN 20-0225999 | Investment Management | $141,486 |
ASSOCIATED TRUST COMPANY, N.A.1+ years Service code 13 · EIN 39-6576073 | Contract Administrator | $106,322 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $83,966 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 26-1370698 | Actuarial | $61,965 |
REINHART BOERNER VAN DEUREN S.C.1+ years Service code 29 · EIN 39-1126909 | Legal | $56,630 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $45,000 |
BENEFIT PLAN ADMINISTRATORS1+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 | Plan Administrator | $26,800 |
Filed as: PARAMETRIC Service code 28 3600 MINNESOTA DRIVE SUITE 325 · MINNEAPOLIS, MN 55435 | Investment Management | $14,902 |
GCM GROSVENOR1+ years Filed as: GROSVENOR CAPITAL MANAGEMENT Service code 28 · EIN 36-3795985 | Investment Management | $14,613 |
FREYBERG HINKLE ET AL1+ years Service code 10 · EIN 39-1531945 | Accounting | $12,800 |
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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 | $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 | 1.57% | 0.68%+0.9pp | -1.61%+3.2pp | -0.60%+2.2pp |
| Employer contribution / active EE | $7,745 | $10,568-26.7% | $30,840-74.9% | $12,272-36.9% |
| 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% |