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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP10+ years Service code 27 · EIN 36-3555078 550 WEST WASHINGTON STREET, SUITE 9 · CHICAGO, IL 60661 | Advisory (Plan) | $215,000 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 19 7501 WISCONSIN AVENUE, SUITE 1300W · BETHESDA, MD 20814 | Securities Custodian | $203,064 |
COMERICA BANK7 years Service code 18 · EIN 42-1741646 2401 PGA BLVD, SUITE 100 · PALM BEACH GARDENTS, FL 33410 | Custodial (other than securities); Ot... | $163,855 |
SUSAN FLAHERTY3 years Filed as: SUSAN PERNEY Service code 30 · EIN 43-6058365 | Employee (plan) | $158,577 |
BOSTON TRUST WALDEN COMPANY6 years Service code 19 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Securities Custodian | $149,480 |
Service code 28 · EIN 31-1301863 | Investment Management | $139,194 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 101 N WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $134,844 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Commissions | $126,519 |
SEGALL BRYANT & HAMILL10+ years Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 41-1788385 10 SOUTH WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Management | $118,138 |
Filed as: FRONTIER CAPITAL MANAGEMENT COMPANY Service code 28 · EIN 04-3492668 | Investment Management | $108,120 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 8.29% | 8.48%-0.2pp | 148.78%-140.5pp | 8.48%-0.2pp |
| Employer contribution / active EE | $1,291 | $9,949-87.0% | $26,858-95.2% | $9,949-87.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $63-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |