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| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL7+ years Service code 28 · EIN 41-1788385 | Investment Management | $648,773 |
BENESYS, INC.7+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $605,159 |
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $480,457 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $412,143 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $363,126 |
REINHART BOERNER VAN DEUREN S.C.7+ years Service code 29 · EIN 39-1126909 | Legal | $202,618 |
CHEIRON7+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $181,174 |
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $160,000 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $132,750 |
L.M. HENDERSON & COMPANY, LLP7+ years Service code 10 · EIN 20-5520612 | Accounting | $92,399 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -5.21% | -7.95%+2.7pp | -5.85%+0.6pp | 23.41%-28.6pp |
| Employer contribution / active EE | $15,880 | $13,972+13.7% | $31,839-50.1% | $12,650+25.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |