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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $339,400 |
BMO HARRIS BANK NA6+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-2085229 115 SOUTH LASALLE STREET, 11TH FL · CHICAGO, IL 60603 | Investment Management | $328,769 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INVESTMENT MANAGEMENT Service code 51 · EIN 76-6192146 | Investment Mgmt Fees | $312,374 |
AB FUNDS6+ years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-4064930 227 W MONROE ST, SUITE 5900 · WASHINGTON, DC 20005 | Investment Management | $208,282 |
GOODWIN CAPITAL ADVISORS6+ years Filed as: GOODWIN CAPITAL ADVISERS Service code 28 · EIN 13-5155720 ONE FINANCIAL PLAZA, 14TH FLOOR · HARTFORD, CT 06103 | Investment Management | $188,355 |
SOLDON LAW FIRM, LLC6+ years Service code 29 · EIN 27-4757308 3541 NORTH SUMMIT AVE · SHOREWOOD, WI 53211 | Legal | $182,909 |
RIVER ROAD ASSET MANAGEMENT6+ years Service code 28 · EIN 43-2076925 462 S. FOURTH STREET, SUITE 1600 · LOUISVILLE, KY 40202 | Investment Management | $179,724 |
Filed as: VOYA INVESTMENT TRUST CO Service code 28 · EIN 06-1440627 ONE ORANGE WAY · WINDSOR, CT 06095 | Investment Management | $158,776 |
BENEFIT PLAN ADMINISTRATORS4 years Service code 14 P.O. BOX 1128 · EAU CLAIRE, WI 54702 | Plan Administrator | $146,034 |
THE SEGAL COMPANY6+ years Service code 50 · EIN 13-1975125 101 NORTH WACKER DRIVE, STE 500 · CHICAGO, IL 606061724 | Direct Payment | $107,116 |
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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 | $0 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 11.21% | 10.88%+0.3pp | 10.57%+0.6pp | 12.86%-1.7pp |
| Employer contribution / active EE | $23,486 | $18,143+29.5% | $29,483-20.3% | $13,687+71.6% |
| Participant deferral / active EE | $0 | $4-100.0% | $150-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |