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| Provider | Service type | Compensation |
|---|---|---|
ANTHONY M PONTARELLI CPA LLC1+ years Filed as: ANTHONY SIDOTI Service code 30 · EIN 13-6068885 | Employee (plan) | $58,077 |
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $48,072 |
ENNIS HARGADON, LLC1+ years Service code 10 · EIN 47-1121653 | Accounting | $37,633 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 · EIN 26-3842522 | Actuarial | $28,000 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
SEGALL BRYANT & HAMILL1+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $23,766 |
ULLICO1+ years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $20,755 |
WILLIAM BLAIR1+ years Filed as: WILLIAM DISTELCAMP Service code 20 · EIN 13-6068885 | Trustee (individual) | $13,959 |
SELIG MANAGEMENT, INC.1+ years Service code 49 · EIN 11-3345757 | Other Services | $13,958 |
RICHARD J. WOLF & COMPANY1+ years Filed as: RICHARD VARNEY Service code 20 · EIN 13-6068885 | Trustee (individual) | $11,865 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,729-100.0% | $16,905-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 16.7%-16.7pp | 12.6%-12.6pp |
| Annual return | -2.90% | 4.56%-7.5pp | 2.70%-5.6pp | 4.56%-7.5pp |
| Employer contribution / active EE | $42,328 | $15,526+172.6% | $23,479+80.3% | $15,526+172.6% |
| Participant deferral / active EE | $0 | $97-100.0% | $1,103-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $724-100.0% | $1,711-100.0% |