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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY3 years Service code 28 · EIN 04-2755549 | Investment Management | $157,324 |
FISHER INVESTMENTS6+ years Service code 28 · EIN 94-3029777 | Investment Management | $98,964 |
FOUNDRY PARTNERS1 year Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $94,907 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $86,794 |
THE SEGAL COMPANY6+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-1835864 | Advisory (Plan) | $75,500 |
ULLICO2 years Filed as: ULLICO IF Service code 28 · EIN 90-0622302 | Investment Management | $54,618 |
Filed as: MESIROW FINANCIAL REAL ESTATE Service code 28 · EIN 46-3537636 | Investment Management | $54,149 |
ULLICO6+ years Service code 28 · EIN 13-1423090 | Investment Management | $50,841 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $42,836 |
HGK6+ years Filed as: HGK ASSET MGMT Service code 28 · EIN 52-1296988 | Investment Management | $42,424 |
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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 | $409,661-100.0% | $247,190-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 1.7%-1.7pp |
| Annual return | 10.67% | 9.30%+1.4pp | 7.87%+2.8pp | 627.08%-616.4pp |
| Employer contribution / active EE | $48,791 | $21,052+131.8% | $31,784+53.5% | $18,824+159.2% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $241-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $240,514-100.0% | $1,923-100.0% |