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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1975125 101 NORTH WACKER DR · CHICAGO, IL 60606 | Consulting | $97,665 |
COMERICA BANK3 years Service code 19 · EIN 42-1741646 411 W LAFAYETTE AVE · DETROIT, MI 48226 | Securities Custodian | $86,842 |
Filed as: ACADIAN ASSET MANAGEMENT Service code 17 260 FRANKLIN STREET · BOSTON, MA 02110 | Pension Consulting | $76,300 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 17 · EIN 80-0250512 222 BERKELEY ST · BOSTON, MA 02116 | Pension Consulting | $73,089 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $72,213 |
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 500 GRANT ST · PITTSBURGH, PA 15258 | Investment Management | $69,988 |
THE SEGAL COMPANY2 years Filed as: SEGAL ADVISORS, INC Service code 17 · EIN 13-2646110 101 NORTH WACKER DR · CHICAGO, IL 60606 | Pension Consulting | $68,688 |
BASYS2 years Service code 49 · EIN 52-1796473 3700 KOPPERS ST · BALTIMORE, MD 21227 | Other Services | $55,428 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Accounting | $48,918 |
R. THAMES-SIMMONS3 years Service code 30 · EIN 36-2261990 18670 GRAPHICS DR · TINLEY PARK, IL 60477 | Employee (plan); Direct payment from ... | $41,991 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 0.0%0pp |
| Annual return | 8.01% | 12.20%-4.2pp | 10.56%-2.6pp | 21.83%-13.8pp |
| Employer contribution / active EE | $14,777 | $12,801+15.4% | $30,197-51.1% | $12,237+20.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |