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| Provider | Service type | Compensation |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT2 years Filed as: ATLANTA CAPITAL MANAGEMENT CO., LLC Service code 28 · EIN 58-2236910 | Investment Management | $594,503 |
Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 10 · EIN 68-0370668 | Accounting | $169,540 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 SIXTH AVENUE · SEATTLE, WA 98101 | Investment Management | $106,173 |
BAAB & DENNISON LLP10+ years Service code 29 · EIN 75-2344325 | Legal | $71,380 |
LAPADULA CARLSON & CO3 years Filed as: LAPADULA CARLSON & CO. Service code 10 · EIN 65-0292391 | Accounting | $52,516 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 540 WEST MADISON STREET · CHICAGO, IL 60661 | Investment Management | $47,658 |
FRANKLIN TEMPLETON3 years Filed as: CLEARBRIDGE INVESTMENTS Service code 28 620 EIGHT AVENUE · NEW YORK, NY 10018 | Investment Management | $32,712 |
BENEFITS LAW GROUP2 years Service code 17 · EIN 58-2277316 | Pension Consulting | $12,825 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS Service code 21 · EIN 36-2085229 | Bank Trustee | $11,782 |
ALBERT LEVY, P.C.2 years Filed as: ALBERT LEVY P.C. Service code 29 · EIN 75-2653991 | Legal | $7,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,879 | $140,910-90.2% | $75,972-81.7% | $106,382-87.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | 10.40% | 16.51%-6.1pp | 359.55%-349.2pp | 17.37%-7.0pp |
| Employer contribution / active EE | $762 | $5,354-85.8% | $2,685-71.6% | $3,364-77.3% |
| Participant deferral / active EE | $197 | $5,004-96.1% | $4,255-95.4% | $5,569-96.5% |
| Admin fee / account holder | $143 | $117+21.5% | $6,467-97.8% | $79+79.9% |