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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES9+ years Service code 28 · EIN 84-3937993 | Investment Management | $283,885 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $215,603 |
WILSON-MCSHANE CORPORATION9+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $130,800 |
UNION BANK & TRUST COMPANY7 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $103,872 |
MARQUETTE ASSOCIATES9+ years Service code 27 · EIN 36-3485295 | Advisory (Plan) | $102,492 |
CONGRESS ASSET MANAGEMENT5 years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 2 SEAPORT LANE · BOSTON, MA 02210 | Investment Management | $91,086 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (MIDWEST), INC Service code 11 · EIN 13-1975125 | Actuarial | $67,980 |
Service code 29 · EIN 91-0889948 | Legal | $48,000 |
MILLER KAPLAN ARASE LLP8 years Service code 10 · EIN 95-2036255 | Accounting | $33,450 |
Filed as: GREAT LAKES INVESTMENT MANAGERS Service code 28 · EIN 39-1454465 | Investment Management | $11,657 |
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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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 7.29% | 8.84%-1.5pp | 12.68%-5.4pp | 9.11%-1.8pp |
| Employer contribution / active EE | $17,247 | $8,705+98.1% | $41,626-58.6% | $12,231+41.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |