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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL2+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 S WACKER DR, STE 3500 · CHICAGO, IL 60606 | Investment Management | $413,629 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & CO Service code 28 · EIN 04-1554520 39553 WOODWARD AVE, STE 300 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $345,596 |
ZENITH AMERICAN SOLUTIONS2+ years Filed as: ZENITH AMERICAN SOLUTIONS, INCC Service code 13 · EIN 52-1590516 4633 LIUNA WAY · DEFOREST, WI 53532 | Contract Administrator | $291,232 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY ADVISORS Service code 28 · EIN 94-1671384 522 FIFTH AVE, 5TH FLOOR · NEW YORK, NY 10036 | Investment Management | $285,559 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 52-1294584 7501 WISCONSIN AVE, STE 200 · BETHESDA, MD 20814 | Investment Management | $227,837 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 101 YGNOCIO VALLEY RD STE 300 · WALNUT CREEK, CA 94596 | Investment Management | $188,727 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 101 N WACKER DR, STE 500 · CHICAGO, IL 60606 | Actuarial | $184,977 |
BRANDES INVESTMENT PARTNERS2+ years Filed as: BRANDES INVESTMENT PARTNERS, LP Service code 28 11988 EL COMINO REAL, SUITE 500 · SAN DIEGO, CA 921919048 | Investment Management | $144,187 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 50 S LASALLE ST · CHICAGO, IL 60603 | Securities Custodian | $117,385 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 180 N LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $110,000 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.78% | 12.33%-1.5pp | 8.32%+2.5pp | 17.84%-7.1pp |
| Employer contribution / active EE | $12,105 | $11,641+4.0% | $30,793-60.7% | $14,688-17.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |