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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $146,609 |
Service code 28 · EIN 84-3937993 | Investment Management | $144,403 |
MARY MCMULLIN9+ years Service code 30 · EIN 51-6033290 | Employee (plan) | $124,153 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $91,000 |
Service code 28 · EIN 91-1042342 | Investment Management | $70,432 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $61,045 |
GREAT LAKES ADVISORS, LLC9+ years Service code 28 · EIN 80-0292839 | Investment Management | $45,528 |
JAMES A. REICHERT9+ years Filed as: JAMES KLEMME Service code 10 8159 W. BRYN MAWR AVE. · CHICAGO, IL 60631 | Accounting | $33,075 |
Service code 49 · EIN 52-1796473 | Other Services | $32,695 |
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 11.72% | 7.15%+4.6pp | 20.18%-8.5pp | 37.77%-26.0pp |
| Employer contribution / active EE | $18,635 | $13,270+40.4% | $29,108-36.0% | $15,798+18.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |