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| Provider | Service type | Compensation |
|---|---|---|
CHICAGO EQUITY PARTNERS2+ years Filed as: CHICAGO EQUITY Service code 27 · EIN 36-4338679 | Advisory (Plan) | $73,383 |
STROOCK & STROOCK & LAVAN2+ years Service code 29 180 MAIDEN LANE · NEW YORK, NY 100384983 | Legal | $47,700 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 450 SEVENTH AVENUE · NEW YORK, NY 10123 | Accounting | $36,300 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN Service code 27 · EIN 13-2889432 | Advisory (Plan) | $28,979 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: SMITH BARNEY Service code 19 31 WEST 52ND FLOOR · NEW YORK, NY 10019 | Securities Custodian | $24,660 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 | Actuarial | $21,980 |
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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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 3.16% | 4.23%-1.1pp | 3.97%-0.8pp | 4.56%-1.4pp |
| Employer contribution / active EE | $14,394 | $16,147-10.9% | $28,168-48.9% | $15,526-7.3% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |