| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL5+ years Service code 51 · EIN 41-1788385 10 SOUTH WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Mgmt Fees | $142,900 |
FICON5+ years Service code 23 · EIN 55-0729258 43 MACCORKLE AVE SW · SOUTH CHARLESTON, WV 25303 | Insurance services | $25,283 |
MEYER, UNKOVIC & SCOTT5+ years Filed as: MEYER, UNKOVIC & SCOTT, LLP Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURG, PA 15222 | Legal | $21,904 |
TA REALTY1 year Service code 51 28 STATE STREET, 10TH FLOOR · BOSTON, MA 02109 | Investment Mgmt Fees | $18,127 |
C.S. MCKEE, L.P.5+ years Filed as: C.S. MCKEE Service code 51 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURG, PA 15212 | Investment Mgmt Fees | $11,436 |
STANDARD VALUATIONS5+ years Service code 34 · EIN 41-6206850 790 CLEVELAND AVE. S, SUITE 220 · ST PAUL, MN 55116 | Valuation (appraisals, etc.) | $7,050 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,421 | $73,497-89.9% | $101,275-92.7% | $93,223-92.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 75.8%+24.2pp | 74.9%+25.1pp |
| Annual return | -0.51% | 11.66%-12.2pp | 46.46%-47.0pp | 19.29%-19.8pp |
| Employer contribution / active EE | $1,773 | $3,600-50.8% | $3,660-51.6% | $2,680-33.8% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $21 | $121-82.3% | $5,948-99.6% | $79-72.9% |