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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION3+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956522 | Contract Administrator | $156,844 |
MANNING & NAPIER3+ years Service code 28 · EIN 45-3328488 | Investment Management | $143,542 |
ARNOLD & KADJAN3+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $120,773 |
MD SASS3+ years Filed as: M.D. SASS ASSOCIATES, INC Service code 28 · EIN 13-2704843 | Investment Management | $100,987 |
MISSOURI VALLEY PARTNERS3+ years Service code 28 · EIN 27-2347077 | Investment Management | $100,072 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $80,702 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $65,201 |
ATALANTA SOSNOFF3+ years Filed as: ATALANTA SONSOFF CAPITAL Service code 28 · EIN 20-0461050 | Investment Management | $47,283 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK N.A. Service code 18 · EIN 36-2085229 | Investment management fees paid direc... | $40,328 |
FOUNDRY PARTNERS1 year Filed as: FOUNDRY Service code 28 · EIN 46-1184506 | Investment Management | $35,515 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 12.71% | 4.25%+8.5pp | -752.26%+765.0pp | 0.19%+12.5pp |
| Employer contribution / active EE | $16,747 | $11,906+40.7% | $31,802-47.3% | $13,763+21.7% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |