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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES6 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $159,830 |
JACKIE CURLEE8 years Service code 30 · EIN 43-0727853 | Employee (plan) | $100,958 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $89,808 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $78,807 |
ROCKWOOD CAPITAL ADVISORS3 years Filed as: ROCKWOOD CAPITAL ADVISORS, LLC Service code 28 · EIN 43-1775815 | Investment Management | $69,779 |
JUDITH P. BROACH9+ years Filed as: JUDITH MITCHELL Service code 14 · EIN 43-0727853 | Plan Administrator | $58,410 |
LEGACY PROFESSIONALS LLP6 years Service code 10 · EIN 32-0043599 | Accounting | $54,297 |
DWS FUNDS1 year Filed as: RREEF AMERICA LLC Service code 28 · EIN 58-5364506 | Investment Management | $48,438 |
JOANNA NAPOLI9+ years Filed as: JOANNA HAM Service code 30 · EIN 43-0727853 | Employee (plan) | $48,038 |
EVELYN ALAMEDA3 years Filed as: EVELYN DUNAJCIK Service code 30 · EIN 43-0727853 | Employee (plan) | $47,659 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 10.44% | 7.95%+2.5pp | 20.18%-9.7pp | 9.11%+1.3pp |
| Employer contribution / active EE | $16,233 | $14,684+10.6% | $29,108-44.2% | $12,231+32.7% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |