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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 TWO PIERCE PLACE · ITASCA, IL 601423141 | Pension Consulting | $37,000 |
BENESYS, INC.1 year Service code 13 · EIN 38-2383171 | Contract Administrator | $33,401 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 | Actuarial | $31,440 |
PBGC PREMIUM2+ years Service code 73 P.O. BOX 77000 · DETROIT, MI 482770430 | Other insurance fees and expenses | $14,310 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 19 900 7TH STREET, NW · WASHINGTON, DC 20001 | Securities Custodian | $14,155 |
YURCHYK & DAVIS CPA'S, INC.2+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $12,780 |
GREAT LAKES ADVISORS, LLC2+ years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 36-3707782 | Investment Management | $12,601 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 · EIN 22-1146430 | Securities Custodian | $6,582 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 6.57% | 3.49%+3.1pp | 4.16%+2.4pp | 7.18%-0.6pp |
| Employer contribution / active EE | $5,566 | $11,083-49.8% | $29,966-81.4% | $13,095-57.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |