| Provider | Service type | Compensation |
|---|---|---|
Filed as: MESIROW FINANCIAL RE VALUE FUND LP Service code 28 · EIN 27-0534067 | Investment Management | $747,677 |
Service code 28 · EIN 91-1042342 | Investment Management | $622,971 |
ASSOC. INDUSTRIES INS CO INC1+ years Filed as: ASSOC. THIRD PARTY ADMINISTRATORS Service code 13 · EIN 94-3187938 | Contract Administrator | $295,809 |
TYGH CAPITAL MANAGEMENT1+ years Service code 28 · EIN 41-2139219 | Investment Management | $258,632 |
BOSTON PARTNERS1+ years Filed as: THE BOSTON COMPANY ASSET MGMT, LLC Service code 28 · EIN 04-3404987 | Investment Management | $228,800 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Service code 28 · EIN 01-0614895 | Investment Management | $220,553 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUND ADVISORS, LP Service code 28 · EIN 30-0447847 | Investment Management | $146,377 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $114,548 |
US BANK1+ years Filed as: US BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $101,071 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $100,843 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 1.40% | 1.36%0pp | -1.61%+3.0pp | 1.67%-0.3pp |
| Employer contribution / active EE | $13,839 | $10,832+27.8% | $30,840-55.1% | $10,506+31.7% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |