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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Service code 14 · EIN 51-6123713 | Plan Administrator | $527,357 |
SEGALL BRYANT & HAMILL4+ years Service code 28 · EIN 41-1788385 | Investment Management | $472,101 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $393,671 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $370,506 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $323,714 |
CHEIRON4+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $164,069 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $120,000 |
REINHART BOERNER VAN DEUREN S.C.4+ years Service code 29 · EIN 39-1126909 | Legal | $107,453 |
L.M. HENDERSON & COMPANY, LLP4+ years Service code 10 · EIN 20-5520612 | Accounting | $97,537 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 30-0835489 | Investment Management | $93,485 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 5.63% | 12.20%-6.6pp | 10.56%-4.9pp | 21.83%-16.2pp |
| Employer contribution / active EE | $14,156 | $12,801+10.6% | $30,199-53.1% | $12,237+15.7% |
| 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% |