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| Provider | Service type | Compensation |
|---|---|---|
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $210,000 |
DREMAN VALUE MANAGEMENT, LLC5+ years Service code 51 · EIN 22-3499132 | Investment Mgmt Fees | $172,746 |
Filed as: BOSTON TRUST WALDEN Service code 19 · EIN 04-2273811 | Securities Custodian | $170,532 |
CHICAGO EQUITY PARTNERS5+ years Service code 51 · EIN 36-4338679 | Investment Mgmt Fees | $159,482 |
BOYD WATTERSON ASSET MANAGEMENT5+ years Filed as: BOYD WATTERSON Service code 51 · EIN 34-1922005 | Investment Mgmt Fees | $155,891 |
CUNI, RUST & STRENK3 years Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $152,700 |
SLC MANAGEMENT1 year Service code 51 · EIN 47-3503928 | Investment Mgmt Fees | $110,320 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 51 · EIN 32-0016703 | Investment Mgmt Fees | $110,000 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $85,341 |
HAMMOND AND SHINNERS, P.C.5+ years Filed as: HAMMOND & SHINNERS PC Service code 29 · EIN 43-1429257 | Legal | $82,967 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 19.44% | 14.29%+5.2pp | 14.64%+4.8pp | 21.83%-2.4pp |
| Employer contribution / active EE | $4,941 | $12,083-59.1% | $41,831-88.2% | $12,237-59.6% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |