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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY MANAGEMENT, INC.7+ years Service code 28 · EIN 39-1346018 | Investment Management | $125,559 |
DEPRINCE, RACE & ZOLLO2 years Filed as: DEPRINCE RACE & ZOLLO Service code 28 · EIN 59-3299598 | Investment Management | $95,112 |
WILSON-MCSHANE CORPORATION4 years Service code 13 · EIN 41-0956552 | Contract Administrator | $90,919 |
SEGALL BRYANT & HAMILL7+ years Service code 28 · EIN 41-1788385 | Investment Management | $85,657 |
ASB CAPITAL MANAGEMENT7+ years Service code 28 · EIN 80-0618452 | Investment Management | $76,849 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $74,225 |
DEARBORN PARTNERS7+ years Filed as: DEARBORN PARTNERS LLC Service code 28 · EIN 36-4145621 | Investment Management | $66,245 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $63,291 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER ADVISORY Service code 28 · EIN 36-4500709 | Investment Management | $54,175 |
US BANK7+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $50,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,918-100.0% | $151,611-100.0% | $77,904-100.0% |
| Participation rate | 0.0% | 88.7%-88.7pp | 87.5%-87.5pp | 73.7%-73.7pp |
| Annual return | -12.28% | -5.50%-6.8pp | 3.33%-15.6pp | 12.21%-24.5pp |
| Employer contribution / active EE | $3,777 | $4,330-12.8% | $6,166-38.7% | $2,848+32.7% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $11,616-100.0% | $133-100.0% |