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| Provider | Service type | Compensation |
|---|---|---|
INCOME RESEARCH & MANAGEMENT6 years Service code 28 · EIN 04-2955404 | Investment Management | $51,252 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $40,909 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES INVESTMENT Service code 27 180 N LA SALLE ST. SUITE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $25,826 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $19,907 |
EAGLE CAPITAL MANAGEMENT, LLC8+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $14,108 |
LSV ASSET MANAGEMENT8+ years Filed as: LSV MANAGEMENT Service code 28 · EIN 23-2772200 | Investment Management | $12,183 |
FIDUCIARY INVESTMENT ADVISORS8+ years Filed as: FIDUCIARY TRUST INTERNATIONAL Service code 28 · EIN 65-0080824 | Investment Management | $9,892 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | -91.60% | -11.83%-79.8pp | -5.12%-86.5pp | -14.65%-77.0pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |