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| Provider | Service type | Compensation |
|---|---|---|
ENTRUST PARTNERS OFFSHORE LP1+ years Service code 28 · EIN 90-0644478 | Investment Management | $238,358 |
FISHER INVESTMENTS1+ years Service code 28 · EIN 94-3029777 | Investment Management | $237,568 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 101 N. WACKER · CHICAGO, IL 60606 | Actuarial | $168,956 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 801 N. BRAND BLVD., SUITE 800 · GLENDALE, CA 91203 | Investment Management | $154,351 |
ANGELA ALVEY1+ years Service code 30 25 LOUISIANA AVE, NW · WASHINGTON, DC 20001 | Employee (plan) | $119,922 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART, BOERNER, VAN DEUREN, SC Service code 29 · EIN 39-1126909 1000 NORTH WATER STREET · MILWAUKEE, WI 53201 | Legal | $114,501 |
Service code 29 · EIN 52-1958229 | Legal | $112,377 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC Service code 16 · EIN 36-3555078 550 W. WASHINGTON · CHICAGO, IL 60661 | Consulting | $108,705 |
LOUIS PLUNG & COMPANY1+ years Filed as: LOUIS ROSE Service code 30 25 LOUISIANA AVE, NW · WASHINGTON, DC 20001 | Employee (plan) | $90,211 |
AQR CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 13-3987414 | Investment Management | $83,059 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $18,392,177-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 0.0%0pp |
| Annual return | -2.58% | 9.19%-11.8pp | 3.99%-6.6pp | 9.19%-11.8pp |
| Employer contribution / active EE | $2,343 | $12,608-81.4% | $38,279-93.9% | $12,608-81.4% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $386-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $140,034-100.0% | $2,655,710-100.0% |