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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION8+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956522 | Contract Administrator | $186,663 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $108,471 |
COMMERCE BANK1 year Service code 28 · EIN 43-1795601 | Investment Management | $100,183 |
Service code 29 · EIN 43-1174269 | Legal | $93,305 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $52,275 |
Service code 28 · EIN 85-0597999 | Investment Management | $43,210 |
FOUNDRY PARTNERS4 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $38,787 |
Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $38,737 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 20-0461050 | Insurance services; Direct payment fr... | $34,023 |
BMO HARRIS BANK NA8+ years Filed as: BMO HARRIS BANK N.A. Service code 18 · EIN 36-2085229 | Finders' fees / placement fees; Inves... | $31,500 |
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Annual investment return 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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | -8.11% | 7.15%-15.3pp | 20.18%-28.3pp | 37.77%-45.9pp |
| Employer contribution / active EE | $20,016 | $13,270+50.8% | $29,108-31.2% | $15,798+26.7% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |