| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL4+ years Service code 51 · EIN 41-1788385 10 SOUTH WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Mgmt Fees | $111,154 |
FICON4+ years Service code 23 · EIN 55-0729258 43 MACCORKLE AVE SW · SOUTH CHARLESTON, WV 25303 | Insurance services | $24,943 |
MEYER, UNKOVIC & SCOTT4+ years Filed as: MEYER, UNKOVIC & SCOTT, LLP Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURG, PA 15222 | Legal | $13,296 |
C.S. MCKEE, L.P.4+ years Filed as: C.S. MCKEE Service code 51 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURG, PA 15212 | Investment Mgmt Fees | $12,148 |
STANDARD VALUATIONS4+ years Service code 34 · EIN 41-6206850 790 CLEVELAND AVE. S, SUITE 220 · ST PAUL, MN 55116 | Valuation (appraisals, etc.) | $6,850 |
Annual investment return 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 | $110,760-100.0% | $162,185-100.0% | $82,204-100.0% |
| Participation rate | 0.0% | 92.7%-92.7pp | 87.6%-87.6pp | 73.4%-73.4pp |
| Annual return | 6.94% | 22.97%-16.0pp | 115.61%-108.7pp | 26.31%-19.4pp |
| Employer contribution / active EE | $2,750 | $4,437-38.0% | $5,613-51.0% | $2,707+1.6% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $7,297-100.0% | $4,246-100.0% |
| Admin fee / account holder | $0 | $65-100.0% | $10,844-100.0% | $76-100.0% |