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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION6+ years Service code 10 · EIN 41-0956552 | Accounting | $220,962 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $82,307 |
THE SEGAL COMPANY4 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $81,323 |
SEGALL BRYANT & HAMILL6+ years Service code 28 · EIN 41-1788385 | Investment Management | $73,076 |
BOSTON PARTNERS5 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $66,893 |
KUTAK ROCK LLP4 years Service code 29 · EIN 47-0597598 | Legal | $61,766 |
WESTFIELD CAPITAL MANAGEMENT6+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LP Service code 28 · EIN 80-0175963 | Investment Management | $59,028 |
NUVEEN6+ years Filed as: NUVEEN ASSET MANAGEMENT COMPANY LLC Service code 28 · EIN 27-4357327 | Investment Management | $46,081 |
DIMEO SCHNEIDER & ASSOCIATES LLC6+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $43,400 |
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $38,582 |
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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 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 14.85% | 9.42%+5.4pp | 9.65%+5.2pp | 12.86%+2.0pp |
| Employer contribution / active EE | $1,867 | $3,243-42.4% | $27,458-93.2% | $13,687-86.4% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |