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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT4 years Service code 51 · EIN 47-3503928 | Investment Mgmt Fees | $211,920 |
BOSTON TRUST WALDEN COMPANY4 years Filed as: BOSTON TRUST WALDEN Service code 19 · EIN 04-2273811 | Securities Custodian | $171,390 |
CUNI, RUST & STRENK2 years Filed as: CUNI, RUST & STRENK, INC Service code 11 · EIN 31-1227755 | Actuarial | $148,900 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 51 · EIN 32-0016703 | Investment Mgmt Fees | $110,000 |
RIDGEWORTH4 years Filed as: SEIX INVESTMENT ADVISORS LLC Service code 51 · EIN 95-4191764 | Investment Mgmt Fees | $78,171 |
SCHEFFEL BOYLE1 year Service code 10 · EIN 37-1206530 222 EAST MAIN ST · BELLEVILLE, IL 62220 | Accounting | $63,475 |
BOYD WATTERSON ASSET MANAGEMENT8+ years Filed as: BOYD WATTERSON Service code 51 · EIN 34-1922005 | Investment Mgmt Fees | $62,534 |
SARA WHITE8+ years Service code 30 · EIN 43-0736847 | Employee (plan) | $57,605 |
CAROL NAGY7 years Filed as: CAROL LEWIS Service code 30 · EIN 43-0736847 | Employee (plan) | $49,020 |
LORRAINE CASTLE5 years Filed as: LORRAINE KIELY Service code 30 · EIN 43-0736847 | Employee (plan) | $48,795 |
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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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -8.57% | 87.23%-95.8pp | -5.12%-3.5pp | 23.41%-32.0pp |
| Employer contribution / active EE | $7,875 | $12,989-39.4% | $31,020-74.6% | $12,650-37.7% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |