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| Provider | Service type | Compensation |
|---|---|---|
LISA CERBES3+ years Service code 30 · EIN 16-6114794 | Employee (plan) | $126,209 |
SEGALL BRYANT & HAMILL3+ years Service code 28 · EIN 41-1788385 | Investment Management | $68,275 |
CHEIRON3+ years Service code 11 · EIN 13-4215617 | Actuarial | $42,526 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $37,230 |
Service code 29 · EIN 52-1403822 | Legal | $12,307 |
MR. MICROCHIP3+ years Service code 16 · EIN 59-3084068 | Consulting | $11,109 |
AMALGAMATED BANK3+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $10,385 |
Service code 16 · EIN 36-4030449 | Consulting | $5,211 |
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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 | $0 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 13.36% | 16.52%-3.2pp | 14.20%-0.8pp | 17.84%-4.5pp |
| Employer contribution / active EE | $2,427 | $13,798-82.4% | $27,968-91.3% | $14,688-83.5% |
| Participant deferral / active EE | $0 | $43-100.0% | $576-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |