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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $134,826 |
AMERICAN FUNDS3 years Filed as: CRESCENT CAPITAL GROUP Service code 28 · EIN 45-5287411 | Investment Management | $104,550 |
JACKIE CURLEE5 years Service code 30 · EIN 43-0727853 | Employee (plan) | $76,257 |
SCHUCHAT, COOK & WERNER6+ years Filed as: SCHUCHAT, COOK, & WERNER Service code 29 · EIN 43-0763010 | Legal | $75,508 |
LAZARD ASSET MANAGEMENT6+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $71,689 |
ROCKWOOD CAPITAL ADVISORS6+ years Service code 28 13801 RIVERPORT DRIVE, SUITE 301 · SAINT LOUIS, MO 63043 | Investment Management | $61,065 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $57,922 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $52,957 |
EKON BENEFITS6+ years Service code 11 · EIN 43-1317863 | Actuarial | $45,995 |
US BANK4 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $37,817 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 9.94% | 6.82%+3.1pp | 8.01%+1.9pp | 12.86%-2.9pp |
| Employer contribution / active EE | $14,532 | $12,695+14.5% | $29,476-50.7% | $13,687+6.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |