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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARTWELL Service code 28 · EIN 36-4776242 | Investment Management | $312,293 |
MARITIME ASSOCIATION9+ years Service code 13 · EIN 74-1721447 | Contract Administrator | $291,742 |
Filed as: PRUDENTIAL INSURANCE Service code 28 · EIN 22-1211670 | Investment Management | $183,831 |
INVESTMENT PERFORMANCE SERVICES9+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $105,132 |
HEWITT ASSOCIATES LLC9+ years Filed as: AONHEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $98,753 |
ULLICO5 years Service code 28 · EIN 13-1423090 | Investment Management | $45,295 |
SEGALL BRYANT & HAMILL4 years Filed as: SEGALL, BRYANT Service code 28 · EIN 41-1788385 | Investment Management | $38,339 |
ATLANTA CAPITAL MANAGEMENT5 years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $37,121 |
XPONANCE, INC.5 years Filed as: XPONANCE Service code 28 · EIN 20-2103144 | Investment Management | $30,533 |
GREAT LAKES ADVISORS, LLC4 years Filed as: GREAT LAKES Service code 28 · EIN 80-0292839 | Investment Management | $30,113 |
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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 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 8.01% | 8.51%-0.5pp | 10.53%-2.5pp | 8.76%-0.7pp |
| Employer contribution / active EE | $0 | $16,216-100.0% | $26,797-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |