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| Provider | Service type | Compensation |
|---|---|---|
H.I.G. CAPITAL, LLC1 year Filed as: H.I.G CAPITAL LLC Service code 28 · EIN 65-0863927 | Investment Management | $374,660 |
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 | Contract Administrator | $219,554 |
MAIRS & POWER, INC.10+ years Service code 28 · EIN 41-0844499 | Investment Management | $214,488 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $209,049 |
Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $150,717 |
BAC CAPITAL ADVISORS, LLC9 years Filed as: BAC SERVICE CORP Service code 13 · EIN 81-1520819 | Contract Administrator | $120,558 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $106,456 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $93,750 |
Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $67,238 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 28 · EIN 04-3532603 | Investment Management | $65,440 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.96% | 10.33%+1.6pp | 8.10%+3.9pp | 9.30%+2.7pp |
| Employer contribution / active EE | $14,632 | $14,972-2.3% | $28,649-48.9% | $12,551+16.6% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |