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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 84-3937993 | Investment Management | $165,829 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $125,728 |
MARY MCMULLIN8+ years Service code 30 · EIN 51-6033290 | Employee (plan) | $119,467 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $84,000 |
Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $64,178 |
Service code 49 · EIN 52-1796473 | Other Services | $62,948 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $55,277 |
GREAT LAKES ADVISORS, LLC8+ years Service code 28 · EIN 80-0292839 | Investment Management | $51,993 |
JAMES A. REICHERT8+ years Filed as: JAMES KLEMME Service code 10 8159 W. BRYN MAWR AVE. · CHICAGO, IL 60631 | Accounting | $32,490 |
Filed as: OLD NATIONAL BANK Service code 19 · EIN 35-1729164 | Securities Custodian | $30,000 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -14.07% | -8.26%-5.8pp | -5.85%-8.2pp | 2.78%-16.9pp |
| Employer contribution / active EE | $17,340 | $12,543+38.2% | $31,839-45.5% | $15,276+13.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |