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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 84-3937993 | Investment Management | $161,866 |
MARY MCMULLIN10+ years Service code 30 · EIN 51-6033290 | Employee (plan) | $131,049 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $113,185 |
STRATEGIC CAPITAL INVESTMENT ADVISO10+ years Service code 27 · EIN 36-4268991 | Advisory (Plan) | $95,000 |
Service code 28 · EIN 91-1042342 | Investment Management | $74,148 |
GREAT LAKES ADVISORS, LLC10+ years Service code 28 · EIN 80-0292839 | Investment Management | $68,110 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $65,950 |
Service code 49 · EIN 52-1796473 | Other Services | $35,390 |
JAMES A. REICHERT10+ years Filed as: JAMES KLEMME Service code 10 8159 W. BRYN MAWR AVE. · CHICAGO, IL 60631 | Accounting | $34,313 |
Filed as: OLD NATIONAL BANK Service code 19 · EIN 35-1729164 | Securities Custodian | $30,000 |
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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 | 12.75% | 11.08%+1.7pp | 8.10%+4.7pp | 8.76%+4.0pp |
| Employer contribution / active EE | $18,827 | $13,910+35.3% | $28,649-34.3% | $16,664+13.0% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |