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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $515,857 |
WILSON-MCSHANE CORPORATION4+ years Service code 10 · EIN 41-0956552 | Accounting | $361,276 |
Service code 28 · EIN 11-3786306 | Investment Management | $303,299 |
BOSTON PARTNERS4+ years Service code 28 · EIN 98-0202744 | Investment Management | $295,506 |
ANCHOR CAPITAL ADVISORS LLC4+ years Service code 28 · EIN 20-4669888 | Investment Management | $274,958 |
KUTAK ROCK LLP2 years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $193,007 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 11 · EIN 13-1975125 | Actuarial | $189,216 |
LORD ABBETT4+ years Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $127,227 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $113,410 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $112,810 |
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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 | $341,093,897-100.0% | $177,834-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 9.95% | 15.03%-5.1pp | 11.67%-1.7pp | 21.83%-11.9pp |
| Employer contribution / active EE | $2,874 | $3,206-10.4% | $28,376-89.9% | $12,237-76.5% |
| Participant deferral / active EE | $0 | $0 | $46-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $15,617-100.0% | $1,551,325-100.0% |