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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION2 years Service code 13 · EIN 41-0956552 | Contract Administrator | $267,769 |
FIDUCIARY MANAGEMENT, INC.2 years Filed as: FIDUCIARY MANAGEMENT, INC Service code 28 · EIN 39-1346018 | Investment Management | $205,140 |
DEARBORN PARTNERS7+ years Filed as: DEARBORN PARTNERS, LLC. Service code 28 · EIN 36-4145621 | Investment Management | $153,353 |
SEGALL BRYANT & HAMILL7+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $122,617 |
DEPRINCE, RACE & ZOLLO7+ years Filed as: DEPRINCE, RACE & ZOLLO, INC. Service code 28 · EIN 59-3299598 | Investment Management | $115,394 |
Filed as: QUEST INVESTMENT MGMT, INC. Service code 28 · EIN 93-0880854 | Investment Management | $109,421 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $96,525 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER ADVISORY Service code 28 · EIN 36-4500709 | Investment Management | $94,292 |
GREAT LAKES ADVISORS, LLC7+ years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $66,529 |
US BANK7+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $52,518 |
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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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -13.26% | -6.02%-7.2pp | -3.21%-10.0pp | 23.41%-36.7pp |
| Employer contribution / active EE | $8,698 | $11,241-22.6% | $46,051-81.1% | $12,650-31.2% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |