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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION9+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956522 | Contract Administrator | $194,656 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $104,550 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $83,644 |
COMMERCE BANK2 years Service code 28 · EIN 43-1795601 | Investment Management | $74,142 |
Service code 29 · EIN 43-1174269 | Legal | $69,144 |
FOUNDRY PARTNERS5 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $54,178 |
Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $53,213 |
CONSTRUCTION BENEFITS AUDIT CORP9+ years Service code 10 · EIN 43-1244218 | Accounting | $35,550 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 20-0461050 | Direct payment from the plan; Insuran... | $32,906 |
BMO HARRIS BANK NA9+ years Filed as: BMO HARRIS BANK N.A. Service code 18 · EIN 36-2085229 | Investment management fees paid direc... | $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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 5.05% | 11.08%-6.0pp | 8.10%-3.0pp | 8.76%-3.7pp |
| Employer contribution / active EE | $21,746 | $13,910+56.3% | $28,649-24.1% | $16,664+30.5% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |