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| Provider | Service type | Compensation |
|---|---|---|
RIVERBRIDGE PARTNERS7+ years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 28 1200 IDS CENTER · MINNEAPOLIS, MN 55402 | Investment Management | $236,875 |
MERCER3 years Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $205,000 |
Filed as: WESTERN ASSET MAMAGEMENT Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $202,719 |
Service code 28 1330 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Management | $194,699 |
JEFFREY HOFF7+ years Service code 30 · EIN 51-6067400 300 S. ASHLAND, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $167,855 |
ROSANNE LACALAMITA7+ years Service code 30 · EIN 51-6067400 300 S. ASHLAND, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $109,642 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $104,455 |
CHRISTINE KING7+ years Filed as: CHRISTINE USON Service code 30 · EIN 51-0607400 300 S. ASHLAND AVE, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $101,383 |
VITECH SYSTEMS GROUP7+ years Filed as: VITECH SYSTEMS GROUP, INC Service code 16 · EIN 13-3785492 401 PARK AVENUE SOUTH · NEW YORK, NY 10016 | Consulting | $99,538 |
PGIM INVESTMENTS4 years Service code 28 PO BOX 9658 · PROVIDENCE, RI 02940 | Investment Management | $96,619 |
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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 | $164,233-100.0% | $565,817-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 0.0%0pp |
| Annual return | -13.24% | -12.27%-1.0pp | -8.80%-4.4pp | 2.78%-16.0pp |
| Employer contribution / active EE | $12,344 | $13,732-10.1% | $43,463-71.6% | $15,276-19.2% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $866-100.0% | $1,015-100.0% |