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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL5+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 S WACKER DR, STE 3500 · CHICAGO, IL 60606 | Investment Management | $416,447 |
BPA OF WI A BENESYS COMPANY5+ years Filed as: BPA OF WISCONSIN Service code 10 · EIN 39-1400101 2901 W BELTLINE HWY, STE 100 · MADISON, WI 53713 | Accounting | $375,254 |
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES & CO Service code 28 · EIN 04-3200030 39553 WOODWARD AVE, STE 300 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $276,581 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 101 YGNOCIO VALLEY RD STE 300 · WALNUT CREEK, CA 94596 | Investment Management | $242,961 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 46-3537636 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $174,071 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 101 N WACKER DR, STE 500 · CHICAGO, IL 60606 | Actuarial | $160,755 |
BRANDES INVESTMENT PARTNERS5+ years Filed as: BRANDES INVESTMENT PARTNERS, LP Service code 28 11988 EL COMINO REAL, SUITE 500 · SAN DIEGO, CA 921919048 | Investment Management | $132,489 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE, STE 200 · BETHESDA, MD 20814 | Investment Management | $128,222 |
MARQUETTE ASSOCIATES5+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 180 N LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $119,167 |
THE PREVIANT LAW FIRM, S.C.5+ years Service code 29 · EIN 39-1211596 1555 N RIVER CENTER DR · MILWAUKEE, WI 53212 | Legal | $109,861 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 7.18% | 6.82%+0.4pp | 8.01%-0.8pp | 12.86%-5.7pp |
| Employer contribution / active EE | $13,427 | $12,695+5.8% | $29,476-54.4% | $13,687-1.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |