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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES2 years Service code 16 · EIN 36-3485298 | Consulting | $90,000 |
STACEY BRAUN ASSOCIATES, INC.9+ years Filed as: STACEY BRAUN ASSOC INC Service code 28 · EIN 13-2889432 | Investment Management | $79,624 |
CHICAGO EQUITY PARTNERS7 years Filed as: CHICAGO BENEFIT CONSULTANTS Service code 11 · EIN 20-8199367 | Actuarial | $76,693 |
COHEN & STEERS9+ years Filed as: COHEN WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $69,876 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $59,581 |
MSPC9+ years Service code 10 · EIN 22-2951202 | Accounting | $33,535 |
Service code 32 · EIN 22-6082349 | Direct payment from the plan; Real es... | $17,880 |
JBM COMPUTER CONSULTANTS9+ years Service code 15 · EIN 16-1173118 | Recordkeeping | $12,937 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 7.12% | 8.04%-0.9pp | 9.14%-2.0pp | 8.76%-1.6pp |
| Employer contribution / active EE | $9,100 | $10,583-14.0% | $40,523-77.5% | $16,650-45.3% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |