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| Provider | Service type | Compensation |
|---|---|---|
LISA CERBES9+ years Service code 30 · EIN 16-6114794 | Employee (plan) | $162,421 |
CHEIRON9+ years Service code 11 · EIN 13-4215617 | Actuarial | $112,787 |
SEGALL BRYANT & HAMILL4 years Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 35-2679129 | Investment Management | $86,368 |
BREDHOFF & KAISER1 year Filed as: BREDHOFF & KAISER PLLC Service code 29 · EIN 52-0969534 | Legal | $49,915 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $41,810 |
Service code 29 · EIN 52-1403822 | Legal | $31,966 |
MR. MICROCHIP9+ years Service code 16 · EIN 59-3084068 | Consulting | $25,052 |
AMALGAMATED BANK9+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $14,314 |
LASALLE CONSULTING PARTNERS7 years Service code 16 · EIN 36-4030449 | Consulting | $6,415 |
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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 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 14.51% | 10.13%+4.4pp | 78.53%-64.0pp | 9.11%+5.4pp |
| Employer contribution / active EE | $2,880 | $13,162-78.1% | $31,607-90.9% | $12,231-76.5% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |