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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK5 years Filed as: JOHNSON INVESTMENT COUNSEL Service code 51 3777 WEST FORK ROAD · CINCINNATI, OH 45247 | Investment Mgmt Fees | $51,471 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $50,497 |
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $44,438 |
IUOE LOCAL 1126 years Service code 14 · EIN 45-0546196 | Plan Administrator | $33,523 |
RIDGEWORTH5 years Filed as: SEIX INVESTMENT ADVISORS Service code 51 1 MAYNARD DR #3200 · PARK RIDGE, NJ 07656 | Investment Mgmt Fees | $27,232 |
Service code 51 · EIN 32-0016703 | Investment Mgmt Fees | $14,000 |
HAMMOND AND SHINNERS, P.C.6 years Filed as: HAMMOND & SHINNERS PC Service code 29 · EIN 43-1164305 | Legal | $12,247 |
AMALGAMATED BANK6 years Service code 19 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $9,545 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,781 | $241,850-77.8% | $102,412-47.5% | $199,960-73.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 7.49% | 17.67%-10.2pp | 24.94%-17.5pp | 34.28%-26.8pp |
| Employer contribution / active EE | $4,916 | $4,253+15.6% | $3,870+27.0% | $3,036+61.9% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,087-100.0% |
| Admin fee / account holder | $226 | $288-21.4% | $8,388-97.3% | $269-15.9% |