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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION5 years Service code 13 · EIN 41-0956552 | Contract Administrator | $311,687 |
FIDUCIARY MANAGEMENT, INC.5 years Filed as: FIDUCIARY MANAGEMENT, INC Service code 28 · EIN 39-1346018 | Investment Management | $248,718 |
DEPRINCE, RACE & ZOLLO10+ years Filed as: DEPRINCE, RACE & ZOLLO, INC. Service code 28 · EIN 59-3299598 | Investment Management | $176,003 |
HIGHTOWER ADVISORS LLC4 years Filed as: HIGHTOWER ADVISORY Service code 28 · EIN 36-4500709 | Investment Management | $140,324 |
DEARBORN PARTNERS LLC10+ years Filed as: DEARBORN PARTNERS, LLC. Service code 28 · EIN 36-4145621 | Investment Management | $125,413 |
SEGALL BRYANT & HAMILL10+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $109,087 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: QUEST INVESTMENT MGMT, INC. Service code 28 · EIN 93-0880854 | Investment Management | $103,414 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $95,228 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $84,366 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Service code 28 · EIN 26-2237421 | Investment Management | $64,589 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $362,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 4.32% | 8.73%-4.4pp | 51.06%-46.7pp | 8.73%-4.4pp |
| Employer contribution / active EE | $10,116 | $14,479-30.1% | $33,707-70.0% | $14,479-30.1% |
| Participant deferral / active EE | $0 | $665-100.0% | $191-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $354,836-100.0% | - |