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| Provider | Service type | Compensation |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT2 years Filed as: ATLANTA CAPITAL MANAGEMENT INV Service code 28 · EIN 58-2236910 | Investment Management | $274,873 |
Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $159,907 |
Service code 28 · EIN 95-2834236 | Investment Management | $142,254 |
CHICAGO EQUITY PARTNERS1 year Filed as: CHICAGO EQUITY PARTNERS LLC Service code 28 · EIN 36-4338679 | Investment Management | $109,794 |
INVESCO1 year Filed as: INVESCO ADVISERS LLC Service code 28 · EIN 58-1707262 | Investment Management | $60,877 |
LAPADULA CARLSON & CO1 year Service code 10 · EIN 65-0292391 | Accounting | $54,974 |
GAMCO ASSET MANAGEMENT2 years Filed as: GAMCO ASSET MANAGEMENT INC Service code 28 · EIN 13-4044521 | Investment Management | $51,824 |
BMO HARRIS BANK NA1 year Service code 28 · EIN 36-2085229 | Investment Management | $49,577 |
BAAB & DENNISON LLP4+ years Service code 29 · EIN 75-2344325 | Legal | $45,355 |
ALBERT LEVY, P.C.2 years Filed as: ALBERT LEVY PC Service code 29 · EIN 75-2653991 | Legal | $13,860 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,606-100.0% | $67,313-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 68.2%-68.2pp | 69.1%-69.1pp | 72.4%-72.4pp |
| Annual return | -6.91% | -0.47%-6.4pp | -4.08%-2.8pp | -0.04%-6.9pp |
| Employer contribution / active EE | $2,909 | $2,206+31.8% | $2,566+13.4% | $2,405+21.0% |
| Participant deferral / active EE | $802 | $3,195-74.9% | $3,568-77.5% | $3,739-78.6% |
| Admin fee / account holder | $0 | $83-100.0% | $4,507-100.0% | $102-100.0% |