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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION2+ years Service code 10 · EIN 41-0956552 | Accounting | $210,098 |
NUVEEN2+ years Filed as: NUVEEN ASSET MANAGEMENT COMPANY LLC Service code 28 · EIN 27-4357327 | Investment Management | $83,014 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $78,183 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LP Service code 28 · EIN 80-0175963 | Investment Management | $66,754 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $59,616 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $42,400 |
ANCHOR CAPITAL ADVISORS LLC2+ years Service code 28 · EIN 20-4669888 | Investment Management | $41,555 |
SEGALL BRYANT & HAMILL2+ years Service code 28 · EIN 41-1788385 | Investment Management | $39,826 |
ANDERSON, HELGEN, DAVIS & CEFALU2+ years Service code 29 · EIN 26-3644998 | Legal | $34,392 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $30,428 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $381,942,733-100.0% | $139,743-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.6%-22.6pp | 0.0%0pp |
| Annual return | 7.66% | 4.86%+2.8pp | 4.96%+2.7pp | 9.19%-1.5pp |
| Employer contribution / active EE | $1,790 | $7,571-76.4% | $29,749-94.0% | $12,608-85.8% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,369-100.0% | $2,655,710-100.0% |