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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.8+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $641,219 |
SEGALL BRYANT & HAMILL8+ years Service code 28 · EIN 41-1788385 | Investment Management | $537,788 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 | Investment Management | $498,121 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $412,630 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $326,318 |
CHEIRON8+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $206,645 |
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $160,000 |
REINHART BOERNER VAN DEUREN S.C.8+ years Service code 29 · EIN 39-1126909 | Legal | $133,587 |
BMO HARRIS BANK NA8+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $92,157 |
L.M. HENDERSON & COMPANY, LLP8+ years Service code 10 · EIN 20-5520612 | Accounting | $86,066 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 6.63% | 7.95%-1.3pp | 20.18%-13.6pp | 9.11%-2.5pp |
| Employer contribution / active EE | $16,740 | $14,684+14.0% | $29,108-42.5% | $12,231+36.9% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |