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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 TWO PIERCE PLACE · ITASCA, IL 601423141 | Pension Consulting | $37,000 |
BENESYS, INC.2 years Service code 15 · EIN 38-2383171 | Recordkeeping | $36,196 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 | Actuarial | $29,663 |
PBGC PREMIUM3+ years Service code 73 P.O. BOX 77000 · DETROIT, MI 482770430 | Other insurance fees and expenses | $14,728 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 19 900 7TH STREET, NW · WASHINGTON, DC 20001 | Securities Custodian | $14,629 |
YURCHYK & DAVIS CPA'S, INC.3+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $12,860 |
GREAT LAKES ADVISORS, LLC3+ years Filed as: GREAT LAKES ADVISORS Service code 51 · EIN 36-3707782 | Investment Mgmt Fees | $12,817 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 · EIN 22-1146430 | Securities Custodian | $7,255 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 16.14% | 11.78%+4.4pp | 8.32%+7.8pp | 23.90%-7.8pp |
| Employer contribution / active EE | $8,023 | $11,309-29.1% | $30,793-73.9% | $16,539-51.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |