| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL7+ years Service code 51 · EIN 41-1788385 10 SOUTH WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Mgmt Fees | $254,630 |
TA REALTY3 years Service code 51 · EIN 04-3341880 28 STATE STREET, 10TH FLOOR · BOSTON, MA 02109 | Investment Mgmt Fees | $44,284 |
FICON7+ years Service code 23 · EIN 55-0729258 43 MACCORKLE AVE SW · SOUTH CHARLESTON, WV 25303 | Insurance services | $27,730 |
MEYER, UNKOVIC & SCOTT7+ years Filed as: MEYER, UNKOVIC & SCOTT, LLP Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURG, PA 15222 | Legal | $22,676 |
C.S. MCKEE, L.P.7+ years Filed as: C.S. MCKEE Service code 51 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURG, PA 15212 | Investment Mgmt Fees | $12,224 |
STANDARD VALUATIONS7+ years Service code 34 · EIN 41-6206850 790 CLEVELAND AVE. S, SUITE 220 · ST PAUL, MN 55116 | Valuation (appraisals, etc.) | $10,525 |
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 | $8,773 | $70,048-87.5% | $112,270-92.2% | $78,104-88.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 75.1%+24.9pp | 74.5%+25.5pp |
| Annual return | 7.24% | -10.85%+18.1pp | 27.49%-20.2pp | 10.90%-3.7pp |
| Employer contribution / active EE | $1,533 | $4,000-61.7% | $3,635-57.8% | $3,128-51.0% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,729-100.0% | $5,089-100.0% |
| Admin fee / account holder | $56 | $127-55.9% | $6,411-99.1% | $79-29.1% |