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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-2085229 115 SOUTH LASALLE STREET, 11TH FL · CHICAGO, IL 60603 | Investment Management | $253,528 |
GOODWIN CAPITAL ADVISORS1+ years Filed as: GOODWIN CAPITAL ADVISERS Service code 28 · EIN 13-5155720 ONE FINANCIAL PLAZA, 14TH FLOOR · HARTFORD, CT 06103 | Investment Management | $175,074 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $161,727 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Service code 28 · EIN 01-0614895 525 OKEECHOBEE BOULEVARD · WEST PALM BEACH, FL 33401 | Investment Management | $150,148 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN LP Service code 28 227 W MONROE ST, SUITE 5900 · WASHINGTON, DC 20005 | Investment Management | $141,352 |
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH ADMINISTRATORS Service code 13 · EIN 52-1590516 2100 NORTH MAYFAIR ROAD, STE 100 · MILWAUKEE, WI 53226 | Contract Administrator | $136,078 |
RIVER ROAD ASSET MANAGEMENT1+ years Service code 28 · EIN 43-2076925 462 S. FOURTH STREET, SUITE 1600 · LOUISVILLE, KY 40202 | Investment Management | $130,942 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 101 NORTH WACKER DRIVE, STE 500 · CHICAGO, IL 606061724 | Actuarial | $120,396 |
FRANKLIN TEMPLETON1+ years Service code 28 ONE FRANKLIN PARKWAY · SAN MATEO, CA 944031906 | Investment Management | $118,425 |
Filed as: VOYA INVESTMENT TRUST CO Service code 28 · EIN 06-1440627 ONE ORANGE WAY · WINDSOR, CT 06095 | Investment Management | $108,986 |
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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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -0.07% | -0.09%0pp | -0.81%+0.7pp | 1.67%-1.7pp |
| Employer contribution / active EE | $20,282 | $11,440+77.3% | $38,425-47.2% | $10,506+93.1% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |