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| Provider | Service type | Compensation |
|---|---|---|
CHICAGO EQUITY PARTNERS3+ years Filed as: CHICAGO EQUITY Service code 27 · EIN 36-4338679 | Advisory (Plan) | $63,815 |
STROOCK & STROOCK & LAVAN3+ years Service code 29 180 MAIDEN LANE · NEW YORK, NY 100384983 | Legal | $49,130 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 450 SEVENTH AVENUE · NEW YORK, NY 10123 | Accounting | $36,000 |
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN Service code 27 · EIN 13-2889432 | Advisory (Plan) | $31,111 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 | Actuarial | $24,130 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 19 255 STATE STREET · BOSTON, MA 02109 | Securities Custodian | $11,737 |
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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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 14.58% | 11.00%+3.6pp | 9.39%+5.2pp | 10.41%+4.2pp |
| Employer contribution / active EE | $16,002 | $16,132-0.8% | $33,466-52.2% | $14,691+8.9% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |