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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $581,833 |
SEGALL BRYANT & HAMILL3+ years Service code 28 · EIN 41-1788385 | Investment Management | $446,453 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $367,146 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $347,832 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $324,044 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $160,000 |
CHEIRON3+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $154,553 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 30-0835489 | Investment Management | $123,632 |
REINHART BOERNER VAN DEUREN S.C.3+ years Service code 29 · EIN 39-1126909 | Legal | $112,565 |
L.M. HENDERSON & COMPANY, LLP3+ years Service code 10 · EIN 20-5520612 | Accounting | $80,331 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 7.68% | 2.02%+5.7pp | -752.26%+759.9pp | 33.37%-25.7pp |
| Employer contribution / active EE | $13,080 | $12,422+5.3% | $31,802-58.9% | $11,253+16.2% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |