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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION3 years Service code 13 · EIN 41-0956552 | Contract Administrator | $84,276 |
SEGALL BRYANT & HAMILL6+ years Service code 28 · EIN 41-1788385 | Investment Management | $78,724 |
FARR MILLER & WASHINGTON6+ years Service code 28 · EIN 52-1979573 | Investment Management | $73,340 |
DEPRINCE, RACE & ZOLLO1 year Filed as: DEPRINCE RACE & ZOLLO Service code 28 · EIN 59-3299598 | Investment Management | $72,102 |
ASB CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0618452 | Investment Management | $71,113 |
FIDUCIARY MANAGEMENT, INC.6+ years Service code 28 · EIN 39-1346018 | Investment Management | $64,712 |
US BANK6+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $54,657 |
DEARBORN PARTNERS6+ years Filed as: DEARBORN PARTNERS LLC Service code 28 · EIN 36-4145621 | Investment Management | $53,776 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $51,207 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $48,504 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $118,337-100.0% | $189,534-100.0% | $93,010-100.0% |
| Participation rate | 0.0% | 89.1%-89.1pp | 87.8%-87.8pp | 73.9%-73.9pp |
| Annual return | 19.33% | 21.77%-2.4pp | 555.39%-536.1pp | 158.70%-139.4pp |
| Employer contribution / active EE | $3,163 | $4,204-24.8% | $6,162-48.7% | $2,705+16.9% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,220-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $100-100.0% | $12,049-100.0% | $152-100.0% |