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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN8+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $604,609 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $431,353 |
NORTHERN TRUST COMPANY8+ years Service code 28 · EIN 36-2723087 | Investment Management | $305,788 |
ZENITH AMERICAN SOLUTIONS8+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $265,049 |
NATIONAL INVESTMENT SERVICES8+ years Service code 28 · EIN 84-3937993 | Investment Management | $235,184 |
CHEIRON3 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $186,000 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $170,302 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: CHEVY CHASE TRUST CO. Service code 28 · EIN 52-2037618 | Investment Management | $170,302 |
LANER MUCHIN8+ years Service code 29 · EIN 36-3088463 | Legal | $92,798 |
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $90,000 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | -5.80% | 7.95%-13.7pp | 20.18%-26.0pp | 9.11%-14.9pp |
| Employer contribution / active EE | $20,175 | $14,684+37.4% | $29,108-30.7% | $12,231+64.9% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |