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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $124,660 |
AMERICAN FUNDS2 years Filed as: CRESCENT CAPITAL GROUP Service code 28 · EIN 45-5287411 | Investment Management | $97,446 |
LAZARD ASSET MANAGEMENT5+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $88,258 |
JACKIE CURLEE4 years Service code 30 · EIN 43-0727853 | Employee (plan) | $75,053 |
ROCKWOOD CAPITAL ADVISORS5+ years Service code 28 · EIN 43-1775815 | Investment Management | $59,152 |
BUFFI GASS5+ years Service code 14 · EIN 43-0727853 | Plan Administrator | $58,701 |
SCHUCHAT, COOK & WERNER5+ years Filed as: SCHUCHAT, COOK, & WERNER Service code 29 · EIN 43-0763010 | Legal | $58,648 |
EKON BENEFITS5+ years Service code 11 · EIN 43-1317863 | Actuarial | $57,439 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $54,209 |
CONNER ASH, P.C.2 years Filed as: CONNER ASH Service code 10 · EIN 43-1012822 | Accounting | $37,666 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 16.44% | 12.20%+4.2pp | 10.56%+5.9pp | 21.83%-5.4pp |
| Employer contribution / active EE | $15,009 | $12,801+17.3% | $30,199-50.3% | $12,237+22.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |