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| Provider | Service type | Compensation |
|---|---|---|
RIVERBRIDGE PARTNERS6+ years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 28 1200 IDS CENTER · MINNEAPOLIS, MN 55402 | Investment Management | $274,077 |
VITECH SYSTEMS GROUP6+ years Filed as: VITECH SYSTEMS GROUP, INC Service code 16 · EIN 13-3785492 401 PARK AVENUE SOUTH · NEW YORK, NY 10016 | Consulting | $211,281 |
Service code 28 1330 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Management | $205,658 |
MERCER2 years Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $204,999 |
Filed as: WESTERN ASSET MAMAGEMENT Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $175,867 |
JEFFREY HOFF6+ years Service code 30 · EIN 51-6067400 300 S. ASHLAND, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $168,306 |
ROSANNE LACALAMITA6+ years Service code 30 · EIN 51-6067400 300 S. ASHLAND, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $107,417 |
CHRISTINE KING6+ years Filed as: CHRISTINE USON Service code 30 · EIN 51-0607400 300 S. ASHLAND AVE, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $97,358 |
THE SEGAL COMPANY3 years Filed as: SEGAL CONSULTING Service code 11 101 N. WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $83,469 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $75,361 |
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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 | $444,552-100.0% | $369,410-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 29.4%-29.4pp | 3.7%-3.7pp |
| Annual return | 14.30% | 15.63%-1.3pp | 8.29%+6.0pp | 15.63%-1.3pp |
| Employer contribution / active EE | $12,724 | $11,476+10.9% | $40,774-68.8% | $11,476+10.9% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $26-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,495-100.0% | $429-100.0% |