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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION4 years Service code 13 · EIN 41-0956552 | Contract Administrator | $306,343 |
FIDUCIARY MANAGEMENT, INC.4 years Filed as: FIDUCIARY MANAGEMENT, INC Service code 28 · EIN 39-1346018 | Investment Management | $215,935 |
DEPRINCE, RACE & ZOLLO9+ years Filed as: DEPRINCE, RACE & ZOLLO, INC. Service code 28 · EIN 59-3299598 | Investment Management | $156,710 |
SEGALL BRYANT & HAMILL9+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $134,235 |
HIGHTOWER ADVISORS LLC3 years Filed as: HIGHTOWER ADVISORY Service code 28 · EIN 36-4500709 | Investment Management | $130,828 |
DEARBORN PARTNERS9+ years Filed as: DEARBORN PARTNERS, LLC. Service code 28 · EIN 36-4145621 | Investment Management | $115,661 |
Filed as: QUEST INVESTMENT MGMT, INC. Service code 28 · EIN 93-0880854 | Investment Management | $105,884 |
Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $105,171 |
Service code 29 · EIN 34-4439491 | Legal | $82,527 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $81,650 |
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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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 18.13% | 5.34%+12.8pp | 9.17%+9.0pp | 9.30%+8.8pp |
| Employer contribution / active EE | $9,235 | $9,329-1.0% | $40,523-77.2% | $12,551-26.4% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |