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| Provider | Service type | Compensation |
|---|---|---|
ANTHONY M PONTARELLI CPA LLC2+ years Filed as: ANTHONY SIDOTI Service code 30 · EIN 13-6068885 | Employee (plan); Direct payment from ... | $61,154 |
SEGALL BRYANT & HAMILL2+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $31,540 |
SLEVIN & HART, P.C.2+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $29,411 |
ENNIS HARGADON, LLC2+ years Service code 10 · EIN 47-1121653 | Accounting | $28,787 |
FIRST ACTUARIAL CONSULTING, INC.2+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 · EIN 26-3842522 | Actuarial | $28,750 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
ULLICO2+ years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $23,764 |
WILLIAM BLAIR2+ years Filed as: WILLIAM DISTELCAMP Service code 20 · EIN 13-6068885 | Trustee (individual); Direct payment ... | $15,951 |
SELIG MANAGEMENT, INC.2+ years Service code 49 · EIN 11-3345757 | Other Services | $15,006 |
Service code 28 · EIN 54-1947440 | Investment Management | $12,973 |
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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 | $46,757-100.0% | $15,990-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 11.3%-11.3pp | 20.0%-20.0pp | 11.3%-11.3pp |
| Annual return | 9.74% | 10.41%-0.7pp | 8.74%+1.0pp | 10.41%-0.7pp |
| Employer contribution / active EE | $5,743 | $14,691-60.9% | $19,869-71.1% | $14,691-60.9% |
| Participant deferral / active EE | $0 | $58-100.0% | $0 | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $627-100.0% | $2,646-100.0% |