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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 22-3361201 | Investment Management | $305,757 |
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1975125 | Pension Consulting | $275,918 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGMENT Service code 28 · EIN 52-2288019 | Investment Management | $257,462 |
BENESYS, INC.6+ years Filed as: BENESYS, INC Service code 13 13801 RIVERPORT DR. STE. 101 · ST. LOUIS, MO 63043 | Contract Administrator | $235,486 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $202,054 |
THE SEGAL COMPANY6+ years Filed as: SEGAL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $166,637 |
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES ADVISORS Service code 28 231 S LASALLE STREET · CHICAGO, IL 60604 | Investment Management | $142,072 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $134,537 |
Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 28 770 FORSYTH BLVD SUITE 1200 · ST. LOUIS, MO 63105 | Investment Management | $117,439 |
VICTORY6+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $116,796 |
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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 | 28.17% | 19.37%+8.8pp | 11.08%+17.1pp | 15.63%+12.5pp |
| Employer contribution / active EE | $15,775 | $13,107+20.4% | $28,418-44.5% | $11,476+37.5% |
| 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% |