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| Provider | Service type | Compensation |
|---|---|---|
JEFFREY HOFF8+ years Service code 30 · EIN 51-6067400 300 S. ASHLAND, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $183,003 |
Filed as: WESTERN ASSET MAMAGEMENT Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $176,393 |
RIVERBRIDGE PARTNERS8+ years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 28 1200 IDS CENTER · MINNEAPOLIS, MN 55402 | Investment Management | $176,153 |
MERCER4 years Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $170,833 |
Service code 28 1330 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Management | $145,343 |
ROSANNE LACALAMITA8+ years Service code 30 · EIN 51-6067400 300 S. ASHLAND, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $115,971 |
VITECH SYSTEMS GROUP8+ years Filed as: VITECH SYSTEMS GROUP, INC Service code 16 · EIN 13-3785492 401 PARK AVENUE SOUTH · NEW YORK, NY 10016 | Consulting | $106,546 |
CHRISTINE KING8+ years Filed as: CHRISTINE USON Service code 30 · EIN 51-0607400 300 S. ASHLAND AVE, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $89,737 |
PGIM INVESTMENTS5 years Service code 28 PO BOX 9658 · PROVIDENCE, RI 02940 | Investment Management | $89,628 |
THE SEGAL COMPANY5 years Filed as: SEGAL CONSULTING Service code 11 101 N. WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $81,293 |
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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 | $13,363-100.0% | $398,892-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 54.1%-54.1pp | 2.2%-2.2pp |
| Annual return | 8.50% | 9.11%-0.6pp | 8.54%0pp | 9.11%-0.6pp |
| Employer contribution / active EE | $12,301 | $12,231+0.6% | $37,153-66.9% | $12,231+0.6% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $18-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $77,551-100.0% | $125-100.0% |