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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON INVESTMENT MANAGEMENT Service code 51 · EIN 76-6192146 | Investment Mgmt Fees | $402,470 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $385,033 |
BMO HARRIS BANK NA7+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-2085229 115 SOUTH LASALLE STREET, 11TH FL · CHICAGO, IL 60603 | Investment Management | $382,136 |
AB FUNDS7+ years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-4064930 227 W MONROE ST, SUITE 5900 · WASHINGTON, DC 20005 | Investment Management | $275,818 |
RIVER ROAD ASSET MANAGEMENT7+ years Service code 28 · EIN 43-2076925 462 S. FOURTH STREET, SUITE 1600 · LOUISVILLE, KY 40202 | Investment Management | $252,602 |
SOLDON LAW FIRM, LLC7+ years Service code 29 · EIN 27-4757308 3541 NORTH SUMMIT AVE · SHOREWOOD, WI 53211 | Legal | $244,768 |
GOODWIN CAPITAL ADVISORS7+ years Filed as: GOODWIN CAPITAL ADVISERS Service code 28 · EIN 13-5155720 ONE FINANCIAL PLAZA, 14TH FLOOR · HARTFORD, CT 06103 | Investment Management | $188,155 |
BENEFIT PLAN ADMINISTRATORS5 years Service code 14 P.O. BOX 1128 · EAU CLAIRE, WI 54702 | Plan Administrator | $144,401 |
THE SEGAL COMPANY7+ years Service code 50 · EIN 13-1975125 101 NORTH WACKER DRIVE, STE 500 · CHICAGO, IL 606061724 | Direct Payment | $104,930 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO CONSULTING Service code 27 · EIN 36-3555078 550 WEST WASHINGTON BLVD, STE 900 · CHICAGO, IL 60661 | Advisory (Plan) | $100,000 |
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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 | $444,552-100.0% | $490,804-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.7%-3.7pp |
| Annual return | 18.37% | 14.11%+4.3pp | 14.84%+3.5pp | 15.63%+2.7pp |
| Employer contribution / active EE | $25,853 | $13,673+89.1% | $37,950-31.9% | $11,476+125.3% |
| Participant deferral / active EE | $0 | $1-100.0% | $127-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1-100.0% | $429-100.0% |