| Provider | Service type | Compensation |
|---|---|---|
SEGALL BRYANT & HAMILL8+ years Service code 51 · EIN 41-1788385 10 SOUTH WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Mgmt Fees | $128,197 |
NEWTOWER TRUST COMPANY1 year Filed as: BGO-NEW TOWER TRUST COMPANY Service code 51 · EIN 52-6218800 7315 WISCONSIN AVENUE SUITE 350W · BETHESDA, MD 20814 | Investment Mgmt Fees | $74,060 |
TA REALTY4 years Service code 51 · EIN 04-3341880 28 STATE STREET, 10TH FLOOR · BOSTON, MA 02109 | Investment Mgmt Fees | $69,559 |
Filed as: CHARTWELL INVESTMENTS Service code 51 570 LEXINGTON AVENUE 44TH FLOOR · NEW YORK, NY 10022 | Investment Mgmt Fees | $36,478 |
FICON8+ years Service code 23 · EIN 55-0729258 43 MACCORKLE AVE SW · SOUTH CHARLESTON, WV 25303 | Insurance services | $28,628 |
MEYER, UNKOVIC & SCOTT8+ years Filed as: MEYER, UNKOVIC & SCOTT, LLP Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURG, PA 15222 | Legal | $17,206 |
C.S. MCKEE, L.P.8+ years Filed as: C.S. MCKEE Service code 51 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURG, PA 15212 | Investment Mgmt Fees | $15,402 |
STANDARD VALUATIONS8+ years Service code 34 · EIN 41-6206850 790 CLEVELAND AVE. S, SUITE 220 · ST PAUL, MN 55116 | Valuation (appraisals, etc.) | $13,125 |
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 | $8,136 | $74,831-89.1% | $96,543-91.6% | $103,657-92.2% |
| Participation rate | 100.0% | 83.1%+16.9pp | 74.3%+25.7pp | 73.4%+26.6pp |
| Annual return | -6.75% | 16.15%-22.9pp | 35.75%-42.5pp | 33.13%-39.9pp |
| Employer contribution / active EE | $1,532 | $3,888-60.6% | $3,741-59.0% | $3,216-52.4% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,880-100.0% | $5,218-100.0% |
| Admin fee / account holder | $49 | $130-62.0% | $6,737-99.3% | $114-56.7% |