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| Provider | Service type | Compensation |
|---|---|---|
FOUNDRY PARTNERS2 years Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $428,064 |
Filed as: AXIOM Service code 51 · EIN 34-2057991 | Investment Mgmt Fees | $213,278 |
CHICAGO EQUITY PARTNERS3+ years Service code 51 · EIN 36-4338679 | Investment Mgmt Fees | $192,258 |
LOS ANGELES CAPITAL MGMT1 year Filed as: LA CAPITAL Service code 51 · EIN 02-0541198 | Investment Mgmt Fees | $153,595 |
BOYD WATTERSON ASSET MANAGEMENT3+ years Filed as: BOYD WATTERSON Service code 51 · EIN 34-1922005 | Investment Mgmt Fees | $112,939 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 51 · EIN 32-0016703 | Investment Mgmt Fees | $110,000 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO. Service code 13 · EIN 35-0472300 | Contract Administrator | $104,986 |
CUNI, RUST & STRENK1 year Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $93,500 |
US BANK3+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 51 · EIN 31-0841368 | Investment Mgmt Fees | $78,071 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $70,645 |
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Employer contribution per participant 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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 13.53% | 12.92%+0.6pp | 10.36%+3.2pp | 17.84%-4.3pp |
| Employer contribution / active EE | $4,715 | $14,070-66.5% | $37,738-87.5% | $14,688-67.9% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |