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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 84-3937993 | Investment Management | $317,195 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY (MIDWEST), INC Service code 11 · EIN 13-1975125 | Actuarial | $250,080 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $172,788 |
WILSON-MCSHANE CORPORATION10+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $138,000 |
UNION BANK & TRUST COMPANY8 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $110,670 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485295 | Advisory (Plan) | $105,500 |
CONGRESS ASSET MANAGEMENT6 years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 2 SEAPORT LANE · BOSTON, MA 02210 | Investment Management | $101,334 |
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES INVESTMENT MANAGERS Service code 28 · EIN 39-1454465 | Investment Management | $51,945 |
Service code 29 · EIN 91-0889948 | Legal | $48,000 |
MILLER KAPLAN ARASE LLP9 years Service code 10 · EIN 95-2036255 | Accounting | $37,850 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | 15.13% | 5.34%+9.8pp | 9.17%+6.0pp | 9.30%+5.8pp |
| Employer contribution / active EE | $16,727 | $9,329+79.3% | $40,523-58.7% | $12,551+33.3% |
| 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% | - |