| Provider | Service type | Compensation |
|---|---|---|
Filed as: MOONEY GREEN SAIDON MURPHY & WELCH Service code 29 · EIN 52-1958229 | Legal | $604,944 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $323,888 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 36-3485298 | Advisory (Plan) | $224,134 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $161,700 |
ULLICO2+ years Filed as: UNION LABOR LIFE INSURANCE Service code 28 · EIN 13-1423090 | Investment Management | $132,180 |
Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 500 GRANT STREET · PITTSBURGH, PA 15258 | Investment Management | $110,651 |
SALTZMAN & JOHNSON2+ years Filed as: SALTZMAN & JOHNSON LAW CORPORATION Service code 29 · EIN 94-2376174 | Legal | $98,582 |
YOLANDA MONTGOMERY2+ years Service code 30 · EIN 52-6148540 | Employee (plan) | $88,720 |
KENNETH RYAN2+ years Filed as: KENNETH KOTWAS Service code 30 · EIN 52-6148540 | Employee (plan) | $86,691 |
ANDRE' A. GONZALES2+ years Filed as: ANDRE JOSEPH Service code 30 · EIN 52-6148540 | Employee (plan) | $85,651 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $176,816-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 39.2%-39.2pp | 4.2%-4.2pp |
| Annual return | 6.37% | 10.64%-4.3pp | 2.89%+3.5pp | 10.64%-4.3pp |
| Employer contribution / active EE | $1,419 | $11,561-87.7% | $39,831-96.4% | $11,561-87.7% |
| Participant deferral / active EE | $0 | $347-100.0% | $99-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $478-100.0% | $312-100.0% |