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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION6+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $732,186 |
MARATHON ASSET MANAGEMENT6+ years Filed as: MARATHON ASSET MANAGEMENT LIMITED Service code 28 · EIN 22-3321401 | Investment Management | $702,792 |
WILLIAM BLAIR4 years Service code 28 · EIN 47-2614791 | Investment Management | $671,322 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 46-1414563 | Investment Management | $590,692 |
PGIM INVESTMENTS6+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $564,390 |
WHITESTAR ADVISORS, LLC6+ years Service code 28 · EIN 03-0496641 | Investment Management | $406,621 |
DEARBORN PARTNERS4 years Service code 28 200 WEST MADISON STREET SUITE 1950 · CHICAGO, IL 60606 | Investment Management | $356,020 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST COMPANY, N/A Service code 28 · EIN 04-2755549 | Investment Management | $320,051 |
BAIRD INSURANCE SERVICES INC6+ years Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $311,156 |
DEPRINCE, RACE & ZOLLO1 year Filed as: DEPRINCE, RACE, & ZOLLO Service code 28 · EIN 59-3299598 | Investment Management | $301,023 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 12.67% | 6.00%+6.7pp | 8.01%+4.7pp | 5230.06%-5217.4pp |
| Employer contribution / active EE | $16,066 | $14,010+14.7% | $29,476-45.5% | $10,491+53.1% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |