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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $96,446 |
Filed as: BROWNSTEIN, RASK ET AL. Service code 29 · EIN 93-0589000 | Legal | $69,767 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 17 · EIN 36-3555078 | Pension Consulting | $63,752 |
RUSSELL TRUST COMPANY1+ years Service code 28 · EIN 91-1116938 | Investment Management | $55,352 |
Filed as: MESIROW FIN ADVANCED STRATEGIES Service code 28 · EIN 36-3741067 | Investment Management | $47,420 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 11 · EIN 42-0127290 | Actuarial | $44,100 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $30,633 |
US BANK1+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $28,212 |
WILLIAM C. EARHART CO., INC.1+ years Service code 13 · EIN 93-0509592 | Contract Administrator | $27,101 |
AQR CAPITAL MANAGEMENT LLC1+ years Filed as: AQR CAPITAL MANAGEMENT FUND LLC Service code 28 · EIN 13-3987414 | Investment Management | $17,075 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 2.58% | 3.49%-0.9pp | 4.16%-1.6pp | 7.18%-4.6pp |
| Employer contribution / active EE | $12,141 | $11,083+9.6% | $29,966-59.5% | $13,095-7.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |