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| Provider | Service type | Compensation |
|---|---|---|
OAKBROOK INVESTMENTS, LLC4+ years Filed as: OAKBROOK INVESTMENTS Service code 28 · EIN 36-4211742 2300 CABOT DRIVE SUITE 300 · LISLE, IL 60532 | Investment Management | $35,629 |
ZIEGLER CAPITAL MANAGEMENT, LLC4+ years Filed as: ZIEGLER CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 70 WEST MADISON STREET STE 2400 · CHICAGO, IL 60602 | Investment Management | $31,379 |
SAWGRASS ASSET MANAGEMENT4+ years Service code 28 · EIN 59-3488505 1579 THE GREENS WAY, SUITE 20 · JACKSONVILLE BEACH, FL 32250 | Investment Management | $30,103 |
STANDARD VALUATIONS4+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SOUTH, STE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $27,000 |
SOUTHERN BENEFIT ADMINISTRATORS4+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $23,488 |
VENABLE LAW FIRM4+ years Service code 29 · EIN 59-1824267 7402 N 56TH STREET STE 380 · TAMPA, FL 33637 | Legal | $18,164 |
STEVEN D EISENBERG CPA PA4+ years Filed as: STEVEN D EISENBERG CPA,PA Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $12,948 |
UNION BANK & TRUST COMPANY3 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 312 CENTRAL AVENUE · MINNEAPOLIS, MN 55414 | Securities Custodian | $9,127 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,546-100.0% | $140,019-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 72.4%-72.4pp |
| Annual return | -3.47% | -0.36%-3.1pp | 651.15%-654.6pp | -0.04%-3.4pp |
| Employer contribution / active EE | $2,315 | $3,856-40.0% | $5,605-58.7% | $2,405-3.7% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |