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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 101 N WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $309,759 |
MARCO CONSULTING GROUP5+ years Service code 27 · EIN 36-3555078 550 WEST WASHINGTON STREET, SUITE 9 · CHICAGO, IL 60661 | Advisory (Plan) | $217,877 |
VICTORY3 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $202,725 |
FRANKLIN TEMPLETON5+ years Service code 28 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Investment Management | $194,587 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $166,518 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Filed as: INTECH Service code 28 · EIN 01-0614895 2401 PGA BLVD, SUUITE 100 · PALM BEACH GARDENS, FL 33410 | Investment Management | $140,119 |
SEGALL BRYANT & HAMILL5+ years Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 41-1788385 10 SOUTH WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Management | $119,817 |
SMITH GRAHAM5+ years Filed as: SMITH GRAHAM & CO Service code 51 · EIN 76-0301817 6900 JPMORGAN CHASE TOWER 600 TRAVI · HOUSTON, TX 77002 | Investment Mgmt Fees | $108,375 |
Service code 19 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Securities Custodian | $101,426 |
LORD ABBETT2 years Filed as: LORD,ABBETT & CO. LLC Service code 51 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Mgmt Fees | $93,518 |
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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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 25.60% | 18.43%+7.2pp | 14.64%+11.0pp | 24.48%+1.1pp |
| Employer contribution / active EE | $992 | $6,699-85.2% | $41,831-97.6% | $9,418-89.5% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |