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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $422,812 |
WILSON-MCSHANE CORPORATION7+ years Service code 10 · EIN 41-0956552 | Accounting | $314,152 |
Service code 28 · EIN 11-3786306 | Investment Management | $261,966 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $238,575 |
BOSTON TRUST WALDEN COMPANY3 years Service code 28 · EIN 04-2273811 | Investment Management | $198,394 |
NATIONAL INVESTMENT SERVICES3 years Filed as: NATIONAL INVESTMENT SERVICES OF AME Service code 28 · EIN 84-3937993 | Investment Management | $197,786 |
LORD ABBETT7+ years Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $187,192 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $179,230 |
THE SEGAL COMPANY7+ years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 11 · EIN 13-1975125 | Actuarial | $159,543 |
BMO HARRIS BANK NA7+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $103,718 |
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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 | $2,456,633-100.0% | $65,170-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 1.5%-1.5pp |
| Annual return | 5.68% | -14.77%+20.4pp | 7.07%-1.4pp | 23.41%-17.7pp |
| Employer contribution / active EE | $6,461 | $4,290+50.6% | $34,847-81.5% | $12,650-48.9% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $51-100.0% | $14,884-100.0% |