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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $185,401 |
NATIONAL INVESTMENT SERVICES1+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 80-0169636 | Investment Management | $126,147 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $113,152 |
WILLIAM BLAIR1+ years Filed as: WILLIAM MANGIN Service code 14 · EIN 51-6033290 | Plan Administrator | $82,929 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $71,500 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $61,596 |
JOHNSON & KROL, LLC1+ years Service code 29 · EIN 36-4342024 | Legal | $57,710 |
MARY MCMULLIN1+ years Service code 30 · EIN 51-6033290 | Employee (plan) | $52,919 |
GREAT LAKES ADVISORS, LLC1+ years Service code 28 · EIN 80-0292839 | Investment Management | $50,871 |
JAMES A. REICHERT1+ years Filed as: JAMES KLEMME Service code 10 8159 W. BRYN MAWR AVE. · CHICAGO, IL 60631 | Accounting | $31,824 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 1.43% | 0.68%+0.7pp | -1.61%+3.0pp | -0.60%+2.0pp |
| Employer contribution / active EE | $14,776 | $10,568+39.8% | $30,840-52.1% | $12,272+20.4% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |