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| Provider | Service type | Compensation |
|---|---|---|
KAREN MEIFERT3+ years Service code 30 · EIN 20-5002115 | Employee (plan) | $68,187 |
GREGORIO MARCO3+ years Service code 29 · EIN 36-4028033 | Legal | $64,470 |
FRANCZEK RADELET P.C.3+ years Filed as: FRANCZEK & RADELET Service code 29 · EIN 36-3924177 | Legal | $37,733 |
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $33,584 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $32,845 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,154 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ACCOCIATES, INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $17,826 |
RICHARD J. WOLF & COMPANY2 years Filed as: RICHARD WOLF & CO Service code 10 · EIN 36-3182363 | Accounting | $10,455 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,588 | $60,396+132.8% | $83,831+67.7% | $75,289+86.7% |
| Participation rate | 98.9% | 80.7%+18.2pp | 76.1%+22.8pp | 72.4%+26.5pp |
| Annual return | 9.58% | 3.84%+5.7pp | 850.99%-841.4pp | -0.04%+9.6pp |
| Employer contribution / active EE | $13,526 | $3,343+304.6% | $3,631+272.5% | $2,405+462.4% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $155 | $141+9.5% | $5,479-97.2% | $102+51.1% |