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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL3+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 S WACKER DR, STE 3500 · CHICAGO, IL 60606 | Investment Management | $466,443 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & CO Service code 28 · EIN 04-1554520 39553 WOODWARD AVE, STE 300 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $379,102 |
BPA OF WI A BENESYS COMPANY3+ years Filed as: BPA OF WISCONSIN Service code 10 · EIN 39-1400101 2901 W BELTLINE HWY, STE 100 · MADISON, WI 53713 | Accounting | $361,696 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY ADVISORS Service code 28 · EIN 94-1671384 522 FIFTH AVE, 5TH FLOOR · NEW YORK, NY 10036 | Investment Management | $275,049 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 52-1294584 7501 WISCONSIN AVE, STE 200 · BETHESDA, MD 20814 | Investment Management | $238,638 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 101 YGNOCIO VALLEY RD STE 300 · WALNUT CREEK, CA 94596 | Investment Management | $231,708 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 101 N WACKER DR, STE 500 · CHICAGO, IL 60606 | Actuarial | $190,748 |
BRANDES INVESTMENT PARTNERS3+ years Filed as: BRANDES INVESTMENT PARTNERS, LP Service code 28 11988 EL COMINO REAL, SUITE 500 · SAN DIEGO, CA 921919048 | Investment Management | $157,402 |
THE PREVIANT LAW FIRM, S.C.3+ years Service code 29 · EIN 39-1211596 1555 N RIVER CENTER DR · MILWAUKEE, WI 53212 | Legal | $139,286 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 50 S LASALLE ST · CHICAGO, IL 60603 | Securities Custodian | $128,869 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 10.27% | 2.02%+8.3pp | -752.26%+762.5pp | 33.37%-23.1pp |
| Employer contribution / active EE | $13,369 | $12,422+7.6% | $31,802-58.0% | $11,253+18.8% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |