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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL4+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 S WACKER DR, STE 3500 · CHICAGO, IL 60606 | Investment Management | $463,400 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY ADVISORS Service code 28 · EIN 94-1671384 522 FIFTH AVE, 5TH FLOOR · NEW YORK, NY 10036 | Investment Management | $433,457 |
BPA OF WI A BENESYS COMPANY4+ years Filed as: BPA OF WISCONSIN Service code 10 · EIN 39-1400101 2901 W BELTLINE HWY, STE 100 · MADISON, WI 53713 | Accounting | $358,050 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES & CO Service code 28 · EIN 04-3200030 39553 WOODWARD AVE, STE 300 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $247,884 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE, STE 200 · BETHESDA, MD 20814 | Investment Management | $245,530 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 101 YGNOCIO VALLEY RD STE 300 · WALNUT CREEK, CA 94596 | Investment Management | $224,774 |
BRANDES INVESTMENT PARTNERS4+ years Filed as: BRANDES INVESTMENT PARTNERS, LP Service code 28 11988 EL COMINO REAL, SUITE 500 · SAN DIEGO, CA 921919048 | Investment Management | $149,209 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 50 S LASALLE ST · CHICAGO, IL 60603 | Securities Custodian | $141,742 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 101 N WACKER DR, STE 500 · CHICAGO, IL 60606 | Actuarial | $120,669 |
ULLICO4+ years Service code 28 · EIN 13-1423090 1625 EYE ST NW · WASHINGTON, DC 20006 | Investment Management | $118,195 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 1.62% | 12.20%-10.6pp | 10.56%-8.9pp | 21.83%-20.2pp |
| Employer contribution / active EE | $13,349 | $12,801+4.3% | $30,199-55.8% | $12,237+9.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |