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| Provider | Service type | Compensation |
|---|---|---|
LISA CERBES2+ years Service code 30 · EIN 16-6114794 | Employee (plan) | $121,892 |
SEGALL BRYANT & HAMILL2+ years Service code 28 · EIN 41-1788385 | Investment Management | $63,147 |
CHEIRON2+ years Service code 11 · EIN 13-4215617 | Actuarial | $55,106 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $38,080 |
GUERRIERI, BARTOS & ROMA P.C.2+ years Filed as: GUERRIERI, CLAYMAN, BARTOS & PARCEL Service code 29 · EIN 52-1403822 | Legal | $33,687 |
AMALGAMATED BANK2+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $9,495 |
MR. MICROCHIP2+ years Service code 16 · EIN 59-3084068 | Consulting | $6,771 |
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Employer contribution per participant 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 | $381,942,733-100.0% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 5.67% | 6.68%-1.0pp | 4.72%+1.0pp | 9.19%-3.5pp |
| Employer contribution / active EE | $2,236 | $25,873-91.4% | $30,821-92.7% | $12,608-82.3% |
| Participant deferral / active EE | $0 | $50-100.0% | $113-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |