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| Provider | Service type | Compensation |
|---|---|---|
MARATHON ASSET MANAGEMENT5+ years Filed as: MARATHON ASSET MANAGEMENT LIMITED Service code 28 · EIN 22-3321401 | Investment Management | $727,447 |
WILSON-MCSHANE CORPORATION5+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $688,204 |
PGIM INVESTMENTS5+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $580,765 |
WILLIAM BLAIR3 years Service code 28 · EIN 47-2614791 | Investment Management | $580,404 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 46-1414563 | Investment Management | $425,229 |
DEARBORN PARTNERS3 years Service code 28 200 WEST MADISON STREET SUITE 1950 · CHICAGO, IL 60606 | Investment Management | $360,960 |
DEPRINCE, RACE & ZOLLO5+ years Service code 28 · EIN 59-3299598 | Investment Management | $329,139 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST COMPANY, N/A Service code 28 · EIN 04-2755549 | Investment Management | $326,160 |
WHITESTAR ADVISORS, LLC5+ years Service code 28 · EIN 03-0496641 | Investment Management | $303,230 |
BAIRD INSURANCE SERVICES INC5+ years Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $285,921 |
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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 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 16.56% | 10.84%+5.7pp | 10.56%+6.0pp | 1023.85%-1007.3pp |
| Employer contribution / active EE | $13,942 | $14,186-1.7% | $30,199-53.8% | $11,605+20.1% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |