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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP6+ years Service code 27 · EIN 36-3555078 550 WEST WASHINGTON STREET, SUITE 9 · CHICAGO, IL 60661 | Advisory (Plan) | $221,642 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 101 N WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $188,704 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $171,722 |
VICTORY4 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $160,871 |
Service code 28 · EIN 01-0614895 2401 PGA BLVD, SUUITE 100 · PALM BEACH GARDENS, FL 33410 | Investment Management | $130,736 |
SEGALL BRYANT & HAMILL6+ years Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 41-1788385 10 SOUTH WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Management | $122,824 |
SMITH GRAHAM6+ years Filed as: SMITH GRAHAM & CO Service code 51 · EIN 76-0301817 6900 JPMORGAN CHASE TOWER 600 TRAVI · HOUSTON, TX 77002 | Investment Mgmt Fees | $108,363 |
BOSTON TRUST WALDEN COMPANY2 years Service code 19 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Securities Custodian | $96,156 |
REINHART BOERNER VAN DEUREN S.C.6+ years Filed as: REINHART LAW OFFICE Service code 29 1000 NORTH WATER STREET, SUITE 1700 · MILWAUKEE, WI 53202 | Legal | $85,160 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370688 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $71,506 |
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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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 9.91% | 5230.06%-5220.1pp | 9.52%+0.4pp | 5230.06%-5220.1pp |
| Employer contribution / active EE | $1,261 | $10,491-88.0% | $41,951-97.0% | $10,491-88.0% |
| Participant deferral / active EE | $0 | $460-100.0% | $18-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |