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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ATLANTA CAPITAL MANAGAMENT INV Service code 28 · EIN 58-2236910 | Investment Management | $542,886 |
Filed as: SIERRA INVESTMENT PARTNERS INC Service code 10 · EIN 68-0370668 | Accounting | $142,261 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 SIXTH AVENUE · SEATTLE, WA 98101 | Investment Management | $87,600 |
LAPADULA CARLSON & CO1 year Filed as: LAPADULA CARLSON & CO. Service code 10 · EIN 65-0292391 | Accounting | $76,550 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 540 WEST MADISON STREET · CHICAGO, IL 60661 | Investment Management | $48,082 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK Service code 21 · EIN 36-2085229 | Bank Trustee | $33,921 |
FRANKLIN TEMPLETON1 year Filed as: CLEARBRIDGE INVESTMENTS Service code 28 620 EIGHT AVENUE · NEW YORK, NY 10018 | Investment Management | $23,806 |
ALBERT LEVY, P.C.6 years Filed as: ALBERT LEVY PC Service code 29 · EIN 75-2653991 | Legal | $13,860 |
BAAB & DENNISON LLP8+ years Service code 29 · EIN 75-2344325 | Legal | $8,000 |
Participant 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 | $12,099 | $96,461-87.5% | $68,808-82.4% | $89,433-86.5% |
| Participation rate | 99.5% | 64.2%+35.3pp | 69.0%+30.4pp | 71.3%+28.2pp |
| Annual return | -11.08% | -13.05%+2.0pp | -6.37%-4.7pp | -11.88%+0.8pp |
| Employer contribution / active EE | $678 | $3,671-81.5% | $2,656-74.5% | $3,021-77.5% |
| Participant deferral / active EE | $188 | $4,123-95.4% | $3,942-95.2% | $5,125-96.3% |
| Admin fee / account holder | $130 | $102+27.5% | $4,936-97.4% | $79+63.6% |