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| Provider | Service type | Compensation |
|---|---|---|
CHICAGO EQUITY PARTNERS4+ years Filed as: CHICAGO EQUITY Service code 27 · EIN 36-4338679 | Advisory (Plan) | $76,176 |
STROOCK & STROOCK & LAVAN4+ years Service code 29 180 MAIDEN LANE · NEW YORK, NY 100384983 | Legal | $49,130 |
NOVAK FRANCELLA LLC3 years Service code 10 · EIN 61-1436956 450 SEVENTH AVENUE · NEW YORK, NY 10123 | Accounting | $36,000 |
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 | Actuarial | $12,930 |
NEPC, LLC2 years Filed as: NEPC LLC Service code 19 255 STATE STREET · BOSTON, MA 02109 | Securities Custodian | $11,252 |
STACEY BRAUN ASSOCIATES, INC.4+ years Filed as: STACEY BRAUN Service code 27 · EIN 13-2889432 | Advisory (Plan) | $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 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | -4.05% | -1.32%-2.7pp | -0.67%-3.4pp | 10.56%-14.6pp |
| Employer contribution / active EE | $27,000 | $18,687+44.5% | $31,731-14.9% | $13,643+97.9% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |