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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION8+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $817,467 |
MARATHON ASSET MANAGEMENT8+ years Filed as: MARATHON ASSET MANAGEMENT LIMITED Service code 28 · EIN 98-1669899 | Investment Management | $728,489 |
WILLIAM BLAIR6 years Service code 28 · EIN 47-2614791 | Investment Management | $607,606 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 46-1414563 | Investment Management | $576,592 |
DEPRINCE, RACE & ZOLLO3 years Filed as: DEPRINCE, RACE, & ZOLLO Service code 28 · EIN 59-3299598 | Investment Management | $460,220 |
DEARBORN PARTNERS6 years Service code 28 200 WEST MADISON STREET SUITE 1950 · CHICAGO, IL 60606 | Investment Management | $428,560 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $391,842 |
PGIM INVESTMENTS8+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $347,680 |
ULLICO2 years Filed as: THE UNION LABOR LIFE INSURANCE GROU Service code 28 · EIN 13-1423090 | Investment Management | $336,857 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON TRUST COMPANY, N/A Service code 28 · EIN 04-2755549 | Investment Management | $321,946 |
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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 | $164,721-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -12.97% | -14.80%+1.8pp | -5.85%-7.1pp | -14.80%+1.8pp |
| Employer contribution / active EE | $18,887 | $8,996+109.9% | $31,839-40.7% | $8,996+109.9% |
| Participant deferral / active EE | $0 | $455-100.0% | $2-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $1,000-100.0% | - |