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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION9+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $814,911 |
MARATHON ASSET MANAGEMENT9+ years Filed as: MARATHON ASSET MANAGEMENT LIMITED Service code 28 · EIN 98-1669899 | Investment Management | $699,336 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 46-1414563 | Investment Management | $632,229 |
WILLIAM BLAIR7 years Service code 28 · EIN 47-2614791 | Investment Management | $611,198 |
DEARBORN PARTNERS7 years Service code 28 200 WEST MADISON STREET SUITE 1950 · CHICAGO, IL 60606 | Investment Management | $487,456 |
PGIM INVESTMENTS9+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $478,944 |
DEPRINCE, RACE & ZOLLO4 years Filed as: DEPRINCE, RACE, & ZOLLO Service code 28 · EIN 59-3299598 | Investment Management | $469,366 |
WELLINGTON TRUST COMPANY8 years Filed as: WELLINGTON TRUST COMPANY, N/A Service code 28 · EIN 04-2755549 | Investment Management | $465,821 |
BLACKSTONE5 years Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $431,676 |
BAIRD INSURANCE SERVICES INC9+ years Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $293,425 |
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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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 10.52% | 33.11%-22.6pp | 20.18%-9.7pp | 33.11%-22.6pp |
| Employer contribution / active EE | $18,870 | $9,000+109.7% | $29,108-35.2% | $9,000+109.7% |
| Participant deferral / active EE | $0 | $680-100.0% | $6-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |