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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARTWELL Service code 28 · EIN 36-4776242 | Investment Management | $235,500 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $175,226 |
Filed as: PRUDENTIAL INSURANCE Service code 28 · EIN 22-1211670 | Investment Management | $139,691 |
HEWITT ASSOCIATES LLC10+ years Filed as: AONHEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $112,112 |
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $63,300 |
SEGALL BRYANT & HAMILL5 years Filed as: SEGALL, BRYANT Service code 28 · EIN 41-1788385 | Investment Management | $44,970 |
ULLICO6 years Service code 28 · EIN 13-1423090 | Investment Management | $42,450 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $40,802 |
XPONANCE, INC.6 years Filed as: XPONANCE Service code 28 · EIN 20-2103144 | Investment Management | $17,791 |
ROCKIT CONSULTING4 years Service code 16 · EIN 46-0712549 | Consulting | $17,266 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 5.60% | 10.61%-5.0pp | 19.79%-14.2pp | 10.61%-5.0pp |
| Employer contribution / active EE | $0 | $15,605-100.0% | $30,350-100.0% | $15,605-100.0% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $72-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |