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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES8+ years Service code 28 · EIN 84-3937993 | Investment Management | $313,536 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $234,489 |
WILSON-MCSHANE CORPORATION8+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $127,200 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (MIDWEST), INC Service code 11 · EIN 13-1975125 | Actuarial | $115,328 |
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485295 | Advisory (Plan) | $99,400 |
UNION BANK & TRUST COMPANY6 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $90,625 |
Service code 29 · EIN 91-0889948 | Legal | $48,000 |
MILLER KAPLAN ARASE LLP7 years Service code 10 · EIN 95-2036255 | Accounting | $33,450 |
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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 | $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 | -9.89% | -6.02%-3.9pp | -3.21%-6.7pp | 23.41%-33.3pp |
| Employer contribution / active EE | $16,691 | $11,241+48.5% | $46,051-63.8% | $12,650+31.9% |
| 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% |