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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA4+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-2085229 115 SOUTH LASALLE STREET, 11TH FL · CHICAGO, IL 60603 | Investment Management | $293,681 |
Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $237,175 |
AB FUNDS4+ years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-4064930 227 W MONROE ST, SUITE 5900 · WASHINGTON, DC 20005 | Investment Management | $198,303 |
RIVER ROAD ASSET MANAGEMENT4+ years Service code 28 · EIN 43-2076925 462 S. FOURTH STREET, SUITE 1600 · LOUISVILLE, KY 40202 | Investment Management | $180,261 |
GOODWIN CAPITAL ADVISORS4+ years Filed as: GOODWIN CAPITAL ADVISERS Service code 28 · EIN 13-5155720 ONE FINANCIAL PLAZA, 14TH FLOOR · HARTFORD, CT 06103 | Investment Management | $178,013 |
Filed as: VOYA INVESTMENT TRUST CO Service code 28 · EIN 06-1440627 ONE ORANGE WAY · WINDSOR, CT 06095 | Investment Management | $161,426 |
SOLDON LAW FIRM, LLC4+ years Service code 29 · EIN 27-4757308 3541 NORTH SUMMIT AVE · SHOREWOOD, WI 53211 | Legal | $158,643 |
BENEFIT PLAN ADMINISTRATORS2 years Service code 14 P.O. BOX 1128 · EAU CLAIRE, WI 54702 | Plan Administrator | $144,492 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 101 NORTH WACKER DRIVE, STE 500 · CHICAGO, IL 606061724 | Actuarial | $118,025 |
FRANKLIN TEMPLETON4+ years Service code 28 ONE FRANKLIN PARKWAY · SAN MATEO, CA 944031906 | Investment Management | $106,696 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -3.84% | -0.94%-2.9pp | -2.18%-1.7pp | 33.37%-37.2pp |
| Employer contribution / active EE | $24,706 | $12,464+98.2% | $38,751-36.2% | $11,253+119.6% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |