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| Provider | Service type | Compensation |
|---|---|---|
MARATHON ASSET MANAGEMENT3+ years Filed as: MARATHON ASSET MANAGEMENT LIMITED Service code 28 · EIN 22-3321401 | Investment Management | $821,623 |
WILSON-MCSHANE CORPORATION3+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $661,617 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $392,750 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 52-2069785 | Investment Management | $391,984 |
DEARBORN PARTNERS1 year Service code 28 200 WEST MADISON STREET SUITE 1950 · CHICAGO, IL 60606 | Investment Management | $316,002 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST COMPANY, N/A Service code 28 · EIN 04-2755549 | Investment Management | $310,781 |
WHITESTAR ADVISORS, LLC3+ years Service code 28 · EIN 03-0496641 | Investment Management | $299,966 |
DEPRINCE, RACE & ZOLLO3+ years Service code 28 · EIN 59-3299598 | Investment Management | $296,112 |
WILLIAM BLAIR1 year Service code 28 150 N RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $294,949 |
NEUBERGER BERMAN3+ years Filed as: NEUBERGER BERMAN FIXED INCOME Service code 28 · EIN 02-0654486 | Investment Management | $293,166 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 15.26% | 16.32%-1.1pp | 8.32%+6.9pp | 16.32%-1.1pp |
| Employer contribution / active EE | $13,926 | $12,766+9.1% | $30,793-54.8% | $12,766+9.1% |
| Participant deferral / active EE | $0 | $800-100.0% | $90-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |