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| Provider | Service type | Compensation |
|---|---|---|
MARSHFIELD ASSOCIATES1+ years Service code 28 21 DUPONT CIRCLE NW, SUITE 500 · WASHINGTON, DC 20036 | Investment Management | $158,430 |
COMMERCE BANK1+ years Service code 19 · EIN 43-0356370 | Securities Custodian | $109,939 |
HARTNETT REYES-JONES, LLC1+ years Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 29 · EIN 43-1205253 | Legal | $73,398 |
Filed as: ZACKS INVESTMENT MANAGEMENT INC Service code 28 1 S WACKER DR, SUITE 2700 · CHICAGO, IL 60606 | Investment Management | $68,180 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 70 WEST MADISON STREET, SUITE 2400 · CHICAGO, IL 60602 | Investment Management | $58,143 |
ANDERS MINKLER HUBER & HELM LLP1+ years Service code 10 · EIN 43-0831507 | Accounting | $45,600 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $22,500 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-1867445 | Investment Management | $12,246 |
D.L. CARLSON INVESTMENT GROUP1+ years Service code 28 101 N. STATE ST. · CONCORD, NH 03301 | Investment Management | $12,140 |
GREAT LAKES ADVISORS, LLC1+ years Filed as: GREAT LAKES ADVISORS LLC Service code 28 · EIN 80-0292839 | Investment Management | $11,373 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,338 | $55,516+5.1% | $75,784-23.0% | $59,188-1.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 2.07% | -1.89%+4.0pp | 9.68%-7.6pp | 5.51%-3.4pp |
| Employer contribution / active EE | $4,220 | $2,604+62.1% | $3,323+27.0% | $2,098+101.1% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $239 | $110+117.2% | $5,300-95.5% | $92+159.1% |