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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 31-1051736 | Investment Management | $442,273 |
Filed as: STOUT RISIUS ROSS Service code 28 ONE SOUTH WACKER DR 38TH FL · CHICAGO, IL 60606 | Investment Management | $138,932 |
CROWE LLP1 year Filed as: CROWE Service code 15 · EIN 35-0921680 | Recordkeeping | $111,553 |
NORTHERN TRUST COMPANY3 years Service code 28 · EIN 36-1561860 | Investment Management | $59,047 |
GBQ PARTNERS3 years Filed as: GBQ PARTNERS LLC Service code 10 · EIN 20-2122306 | Accounting | $31,400 |
Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $30,854 |
FINDLEY1 year Service code 16 ONE SEAGATE SUITE 2050 · TOLEDO, OH 43604 | Consulting | $29,500 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT L.P. Service code 28 · EIN 13-3575636 | Investment Management | $15,806 |
CAMBIAR INVESTORS LLC1 year Service code 28 · EIN 84-1596610 | Investment Management | $13,581 |
BELLWETHER CONSULTING LLC2 years Filed as: BELLWETHER CONSULTING Service code 16 · EIN 22-3784192 | Consulting | $13,500 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,901 | $105,190-17.4% | $98,920-12.2% | $90,274-3.7% |
| Participation rate | 99.9% | 86.4%+13.5pp | 76.0%+23.9pp | 73.4%+26.5pp |
| Annual return | 13.80% | 18.52%-4.7pp | 196.47%-182.7pp | 53.97%-40.2pp |
| Employer contribution / active EE | $0 | $3,831-100.0% | $2,689-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $0 | $5,616-100.0% | $4,245-100.0% | $4,231-100.0% |
| Admin fee / account holder | $145 | $97+49.3% | $6,643-97.8% | $114+27.4% |