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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA2+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-2085229 115 SOUTH LASALLE STREET, 11TH FL · CHICAGO, IL 60603 | Investment Management | $250,516 |
GOODWIN CAPITAL ADVISORS2+ years Filed as: GOODWIN CAPITAL ADVISERS Service code 28 · EIN 13-5155720 ONE FINANCIAL PLAZA, 14TH FLOOR · HARTFORD, CT 06103 | Investment Management | $190,324 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 021112900 | Investment Management | $163,520 |
RIVER ROAD ASSET MANAGEMENT2+ years Service code 28 · EIN 43-2076925 462 S. FOURTH STREET, SUITE 1600 · LOUISVILLE, KY 40202 | Investment Management | $140,670 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN LP Service code 28 227 W MONROE ST, SUITE 5900 · WASHINGTON, DC 20005 | Investment Management | $135,936 |
SOLDON LAW FIRM, LLC2+ years Service code 29 · EIN 27-4757308 3541 NORTH SUMMIT AVE · SHOREWOOD, WI 53211 | Legal | $128,828 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 101 NORTH WACKER DRIVE, STE 500 · CHICAGO, IL 606061724 | Actuarial | $114,529 |
Filed as: VOYA INVESTMENT TRUST CO Service code 28 · EIN 06-1440627 ONE ORANGE WAY · WINDSOR, CT 06095 | Investment Management | $111,048 |
FRANKLIN TEMPLETON2+ years Service code 28 ONE FRANKLIN PARKWAY · SAN MATEO, CA 944031906 | Investment Management | $109,939 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 550 WEST WASHINGTON BLVD, STE 900 · CHICAGO, IL 60661 | Advisory (Plan) | $86,000 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 7.28% | 6.13%+1.1pp | 4.74%+2.5pp | 9.19%-1.9pp |
| Employer contribution / active EE | $21,758 | $10,206+113.2% | $36,089-39.7% | $12,608+72.6% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |