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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP2+ years Service code 27 · EIN 36-3555078 550 W. WASHINGTON BLVD SUITE 900 · CHICAGO, IL 60661 | Advisory (Plan) | $225,000 |
INSURANCE PROGRAMMERS, INC.2+ years Filed as: INSURANCE PROGRAMMERS Service code 13 · EIN 06-0811449 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Contract Administrator | $51,600 |
AMERICAN REALTY ADVISORS1 year Service code 28 · EIN 33-0123114 515 S. FLOWER ST. 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $48,018 |
THE SAVITZ ORGANIZATION2+ years Filed as: SAVITZ Service code 11 · EIN 26-1371674 75 SECOND AVE, SUITE 605 · NEEDHAM, MA 02494 | Actuarial | $27,000 |
Filed as: BEERS, HAMERMAN, COHEN & BURGER PC Service code 10 · EIN 47-2517893 234 CHURCH STREET · NEW HAVEN, CT 06535 | Accounting | $18,000 |
COMERICA BANK2+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 411 W. LAFAYETTE · DETROIT, MI 48226 | Securities Custodian | $15,375 |
THE PAWSON GROUP1 year Service code 53 · EIN 06-1189368 31 BUSINESS PARK DRIVE · BRANFORD, CT 06405 | Insurance Commissions | $13,371 |
BARBARA COLLINS2+ years Service code 29 · EIN 06-1153953 557 PROSPECT AVENUE, 1ST FLOOR · HARTFORD, CT 06105 | Legal | $10,755 |
HAMILTON LANE ADVISORS, LLC2+ years Service code 52 · EIN 23-2962336 ONE PRESIDENTIAL BLVD · BALA CYNWYD, PA 19004 | Indirect Investment Fees | $0 |
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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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 7.79% | 5.09%+2.7pp | 5.00%+2.8pp | 7.18%+0.6pp |
| Employer contribution / active EE | $13,578 | $7,393+83.7% | $35,918-62.2% | $13,095+3.7% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |