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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER2+ years Service code 28 · EIN 45-3328488 | Investment Management | $253,611 |
MISSOURI VALLEY PARTNERS2+ years Service code 28 · EIN 27-2347077 | Investment Management | $178,808 |
ARNOLD & KADJAN2+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $178,516 |
WILSON-MCSHANE CORPORATION2+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956522 | Contract Administrator | $156,619 |
MD SASS2+ years Filed as: M.D. SASS ASSOCIATES, INC Service code 28 · EIN 13-2704843 | Investment Management | $128,362 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA SONSOFF CAPITAL Service code 28 · EIN 20-0461050 | Investment Management | $84,198 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $83,019 |
LSV ASSET MANAGEMENT2+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $52,252 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $41,371 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK N.A. Service code 18 · EIN 36-2085229 | Direct payment from the plan; Investm... | $40,645 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 10.69% | 11.78%-1.1pp | 8.32%+2.4pp | 23.90%-13.2pp |
| Employer contribution / active EE | $18,530 | $11,309+63.9% | $30,793-39.8% | $16,539+12.0% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |