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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL6+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 S WACKER DR, STE 3500 · CHICAGO, IL 60606 | Investment Management | $479,349 |
BPA OF WI A BENESYS COMPANY6+ years Filed as: BPA OF WISCONSIN Service code 10 · EIN 39-1400101 2901 W BELTLINE HWY, STE 100 · MADISON, WI 53713 | Accounting | $407,240 |
LOOMIS SAYLES6+ years Filed as: LOOMIS, SAYLES & CO Service code 28 · EIN 04-3200030 39553 WOODWARD AVE, STE 300 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $335,796 |
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON INVESTMENTS CORP Service code 28 ONE BOSTON PLACE · BOSTON, MA 02108 | Investment Management | $322,229 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 101 YGNOCIO VALLEY RD STE 300 · WALNUT CREEK, CA 94596 | Investment Management | $289,139 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 46-3537636 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $185,006 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 101 N WACKER DR, STE 500 · CHICAGO, IL 60606 | Actuarial | $142,655 |
MARQUETTE ASSOCIATES6+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 180 N LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $124,000 |
THE PREVIANT LAW FIRM, S.C.6+ years Service code 29 · EIN 39-1211596 1555 N RIVER CENTER DR · MILWAUKEE, WI 53212 | Legal | $96,850 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 50 S LASALLE ST · CHICAGO, IL 60603 | Securities Custodian | $85,237 |
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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% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 23.22% | 19.37%+3.9pp | 11.08%+12.1pp | 15.63%+7.6pp |
| Employer contribution / active EE | $13,372 | $13,107+2.0% | $28,418-52.9% | $11,476+16.5% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |