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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2 years Filed as: BENESYS INC Service code 13 N27 W23233 ROUNDY DR · PEWAUKEE, WI 53072 | Contract Administrator | $142,818 |
THE SEGAL COMPANY5 years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1975125 101 NORTH WACKER DR · CHICAGO, IL 60606 | Consulting | $132,102 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 17 · EIN 80-0250512 222 BERKELEY ST · BOSTON, MA 02116 | Pension Consulting | $130,595 |
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN ASSET MANAGEMENT Service code 17 260 FRANKLIN STREET · BOSTON, MA 02110 | Pension Consulting | $112,345 |
THE SEGAL COMPANY4 years Filed as: SEGAL ADVISORS, INC Service code 17 · EIN 13-2646110 101 NORTH WACKER DR · CHICAGO, IL 60606 | Pension Consulting | $70,000 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS Service code 21 · EIN 52-6435649 | Bank Trustee | $63,842 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $62,587 |
GEORGES SMETANA2 years Filed as: GEORGES AND SYNOWEICKI Service code 29 · EIN 36-3246372 20 S CLARK ST · CHICAGO, IL 60603 | Legal | $19,250 |
COMERICA BANK5 years Service code 19 · EIN 42-1741646 411 W LAFAYETTE AVE · DETROIT, MI 48226 | Securities Custodian | $11,500 |
US BANK1 year Service code 21 · EIN 31-0841368 | Bank Trustee | $8,499 |
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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% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 24.32% | 19.37%+5.0pp | 11.08%+13.2pp | 15.63%+8.7pp |
| Employer contribution / active EE | $16,132 | $13,107+23.1% | $28,418-43.2% | $11,476+40.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |