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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN1+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $777,752 |
NATIONAL INVESTMENT SERVICES1+ years Service code 28 · EIN 80-0169636 | Investment Management | $475,839 |
FOUNDRY PARTNERS1+ years Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $316,850 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $240,294 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 14 · EIN 95-1702986 | Plan Administrator | $223,533 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $222,068 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $181,575 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $105,260 |
SEGALL BRYANT & HAMILL1+ years Filed as: SEGALL BRYANT AND HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $91,392 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK Service code 15 · EIN 36-2085229 | Recordkeeping | $77,360 |
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Annual investment return 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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -1.54% | 3.63%-5.2pp | 4.16%-5.7pp | 9.19%-10.7pp |
| Employer contribution / active EE | $18,436 | $11,363+62.2% | $29,966-38.5% | $12,608+46.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |