| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL6+ years Service code 51 · EIN 41-1788385 10 SOUTH WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Mgmt Fees | $169,546 |
TA REALTY2 years Service code 51 · EIN 04-3341880 28 STATE STREET, 10TH FLOOR · BOSTON, MA 02109 | Investment Mgmt Fees | $37,484 |
FICON6+ years Service code 23 · EIN 55-0729258 43 MACCORKLE AVE SW · SOUTH CHARLESTON, WV 25303 | Insurance services | $26,343 |
MEYER, UNKOVIC & SCOTT6+ years Filed as: MEYER, UNKOVIC & SCOTT, LLP Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURG, PA 15222 | Legal | $20,387 |
C.S. MCKEE, L.P.6+ years Filed as: C.S. MCKEE Service code 51 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURG, PA 15212 | Investment Mgmt Fees | $9,194 |
STANDARD VALUATIONS6+ years Service code 34 · EIN 41-6206850 790 CLEVELAND AVE. S, SUITE 220 · ST PAUL, MN 55116 | Valuation (appraisals, etc.) | $5,400 |
Employer contribution per participant 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 | $10,031 | $80,412-87.5% | $109,191-90.8% | $101,555-90.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 75.9%+24.1pp | 74.5%+25.5pp |
| Annual return | 30.90% | 16.17%+14.7pp | 25.76%+5.1pp | 21.00%+9.9pp |
| Employer contribution / active EE | $1,254 | $3,731-66.4% | $3,723-66.3% | $2,972-57.8% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,874-100.0% |
| Admin fee / account holder | $43 | $135-67.9% | $6,756-99.4% | $139-69.0% |