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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES7 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $179,811 |
JACKIE CURLEE9 years Service code 30 · EIN 43-0727853 | Employee (plan) | $105,244 |
Service code 28 P.O. BOX 87 · DENVER, CO 802010087 | Investment Management | $102,785 |
DWS FUNDS2 years Filed as: RREEF AMERICA LLC Service code 28 · EIN 58-5364506 | Investment Management | $101,789 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $101,548 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $82,943 |
JUDITH P. BROACH10+ years Filed as: JUDITH MITCHELL Service code 14 · EIN 43-0727853 | Plan Administrator | $61,765 |
LEGACY PROFESSIONALS LLP7 years Service code 10 · EIN 32-0043599 | Accounting | $55,691 |
JOANNA NAPOLI10+ years Filed as: JOANNA HAM Service code 30 · EIN 43-0727853 | Employee (plan) | $51,864 |
EKON BENEFITS10+ years Service code 11 · EIN 43-1317863 | Actuarial | $51,600 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.13% | 10.33%-1.2pp | 8.10%+1.0pp | 9.30%-0.2pp |
| Employer contribution / active EE | $16,400 | $14,972+9.5% | $28,649-42.8% | $12,551+30.7% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |