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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES4 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $168,527 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $133,159 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 45-5287411 | Investment Management | $125,604 |
Filed as: ROCKWOOD CAPITAL ADVISORS, LLC Service code 28 · EIN 43-1775815 | Investment Management | $79,986 |
JACKIE CURLEE6 years Service code 30 · EIN 43-0727853 | Non-monetary compensation; Employee (... | $76,918 |
LAZARD ASSET MANAGEMENT7+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $62,297 |
LEGACY PROFESSIONALS LLP4 years Service code 10 · EIN 32-0043599 | Accounting | $47,503 |
SCHUCHAT, COOK & WERNER7+ years Filed as: SCHUCHAT, COOK, & WERNER Service code 29 · EIN 43-0763010 | Legal | $46,903 |
EKON BENEFITS7+ years Service code 11 · EIN 43-1317863 | Actuarial | $46,425 |
US BANK5 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $42,176 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 14.99% | 19.37%-4.4pp | 11.08%+3.9pp | 15.63%-0.6pp |
| Employer contribution / active EE | $15,446 | $13,107+17.8% | $28,418-45.6% | $11,476+34.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |