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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES5 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $158,756 |
AMERICAN FUNDS2 years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 45-5287411 | Investment Management | $102,675 |
JACKIE CURLEE7 years Service code 30 · EIN 43-0727853 | Employee (plan) | $95,681 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $95,283 |
ROCKWOOD CAPITAL ADVISORS2 years Filed as: ROCKWOOD CAPITAL ADVISORS, LLC Service code 28 · EIN 43-1775815 | Investment Management | $67,672 |
JUDITH P. BROACH8+ years Filed as: JUDITH MITCHELL Service code 14 · EIN 43-0727853 | Plan Administrator | $54,531 |
LEGACY PROFESSIONALS LLP5 years Service code 10 · EIN 32-0043599 | Accounting | $51,555 |
EKON BENEFITS8+ years Service code 11 · EIN 43-1317863 | Actuarial | $49,275 |
SCHUCHAT, COOK & WERNER8+ years Filed as: SCHUCHAT, COOK, & WERNER Service code 29 · EIN 43-0763010 | Legal | $44,909 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $43,783 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -10.87% | -7.95%-2.9pp | -5.85%-5.0pp | 23.41%-34.3pp |
| Employer contribution / active EE | $16,183 | $13,972+15.8% | $31,839-49.2% | $12,650+27.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |