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| Provider | Service type | Compensation |
|---|---|---|
KENNEDY CAPITAL MANAGEMENT3+ years Filed as: KENNEDY CAPITAL MANAGEMENT INC Service code 28 · EIN 43-1225960 | Investment Management | $286,411 |
COMMERCE BANK3+ years Service code 19 · EIN 43-0356370 | Securities Custodian | $123,313 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $95,000 |
ZIEGLER CAPITAL MANAGEMENT, LLC3+ years Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 70 WEST MADISON STREET, SUITE 2400 · CHICAGO, IL 60602 | Investment Management | $59,382 |
HARTNETT REYES-JONES, LLC3+ years Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 29 · EIN 43-1205253 | Legal | $48,528 |
ANDERS MINKLER HUBER & HELM LLP3+ years Service code 10 · EIN 43-0831507 | Accounting | $41,840 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $37,000 |
AFL-CIO HOUSING INVESTMENT TRUST3+ years Service code 49 2401 PENNSYLVANIA AVE, NW, STE 200 · WASHINGTON, DC 20037 | Other Services | $0 |
CHARLES L. CRANE AGENCY3+ years Service code 23 · EIN 43-1394059 | Insurance brokerage commissions and f... | $0 |
NEWTOWER TRUST COMPANY2 years Service code 21 · EIN 30-0872552 | Bank Trustee | $0 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 13.75% | 12.33%+1.4pp | 8.32%+5.4pp | 17.84%-4.1pp |
| Employer contribution / active EE | $11,380 | $11,641-2.2% | $30,793-63.0% | $14,688-22.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |