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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $695,135 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $401,814 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $283,320 |
Filed as: MIDWEST INSTITUTIONAL TRUST CO Service code 19 · EIN 93-1799133 | Securities Custodian | $273,075 |
CHEIRON10+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $210,548 |
SEGALL BRYANT & HAMILL10+ years Service code 28 · EIN 35-2679129 | Investment Management | $208,847 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $160,000 |
REINHART BOERNER VAN DEUREN S.C.10+ years Service code 29 · EIN 39-1126909 | Legal | $133,105 |
NATIONAL INVESTMENT SERVICES10+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $118,205 |
L.M. HENDERSON & COMPANY, LLP10+ years Service code 15 · EIN 20-5520612 | Recordkeeping | $115,465 |
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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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 10.59% | 7.72%+2.9pp | 8.99%+1.6pp | 7.72%+2.9pp |
| Employer contribution / active EE | $15,293 | $10,549+45.0% | $25,171-39.2% | $10,549+45.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $1-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |