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| Provider | Service type | Compensation |
|---|---|---|
MARATHON ASSET MANAGEMENT4+ years Filed as: MARATHON ASSET MANAGEMENT LIMITED Service code 28 · EIN 22-3321401 | Investment Management | $767,621 |
WILSON-MCSHANE CORPORATION4+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $672,333 |
WILLIAM BLAIR2 years Service code 28 · EIN 47-2614791 | Investment Management | $595,816 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST COMPANY, N/A Service code 28 · EIN 04-2755549 | Investment Management | $486,592 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 46-1414563 | Investment Management | $424,713 |
DEARBORN PARTNERS2 years Service code 28 200 WEST MADISON STREET SUITE 1950 · CHICAGO, IL 60606 | Investment Management | $415,559 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $337,392 |
DEPRINCE, RACE & ZOLLO4+ years Service code 28 · EIN 59-3299598 | Investment Management | $321,389 |
BAIRD INSURANCE SERVICES INC4+ years Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $279,342 |
NEUBERGER BERMAN4+ years Filed as: NEUBERGER BERMAN FIXED INCOME Service code 28 · EIN 02-0654486 | Investment Management | $268,760 |
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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 | $245,396-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -5.27% | 73.13%-78.4pp | -752.26%+747.0pp | 73.13%-78.4pp |
| Employer contribution / active EE | $13,991 | $8,421+66.1% | $31,802-56.0% | $8,421+66.1% |
| Participant deferral / active EE | $0 | $293-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | - |