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| Provider | Service type | Compensation |
|---|---|---|
OAKBROOK INVESTMENTS, LLC5+ years Filed as: OAKBROOK INVESTMENTS Service code 28 · EIN 36-4211742 2300 CABOT DRIVE SUITE 300 · LISLE, IL 60532 | Investment Management | $41,484 |
ZIEGLER CAPITAL MANAGEMENT, LLC5+ years Filed as: ZIEGLER CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 70 WEST MADISON STREET STE 2400 · CHICAGO, IL 60602 | Investment Management | $33,657 |
SAWGRASS ASSET MANAGEMENT5+ years Service code 28 · EIN 59-3488505 1579 THE GREENS WAY, SUITE 20 · JACKSONVILLE BEACH, FL 32250 | Investment Management | $32,964 |
STANDARD VALUATIONS5+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SOUTH, STE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $28,000 |
STEVEN D EISENBERG CPA PA5+ years Filed as: STEVEN D EISENBERG CPA,PA Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $22,592 |
SOUTHERN BENEFIT ADMINISTRATORS5+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $21,393 |
VENABLE LAW FIRM5+ years Service code 29 · EIN 59-1824267 7402 N 56TH STREET STE 380 · TAMPA, FL 33637 | Legal | $18,492 |
UNION BANK & TRUST COMPANY4 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 312 CENTRAL AVENUE · MINNEAPOLIS, MN 55414 | Securities Custodian | $9,076 |
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 | $46,778 | $95,776-51.2% | $162,177-71.2% | $77,775-39.9% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 19.73% | 37.03%-17.3pp | 115.60%-95.9pp | 32.58%-12.8pp |
| Employer contribution / active EE | $2,738 | $3,874-29.3% | $5,613-51.2% | $2,504+9.3% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $135 | $88+53.7% | $10,843-98.8% | $100+34.7% |