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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 28 · EIN 36-2085229 | Investment Management | $634,447 |
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $287,358 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $95,000 |
L.M. HENDERSON & COMPANY, LLP1+ years Service code 10 · EIN 20-5520612 | Accounting | $47,030 |
HEWITT ASSOCIATES LLC1+ years Filed as: CLARK SHAEFER HEWITT Service code 10 · EIN 31-0800053 | Accounting | $31,559 |
Filed as: PAUL BERKOWITZ AND ASSOCIATES, LTD Service code 29 · EIN 36-3780998 | Legal | $25,396 |
Service code 29 · EIN 35-1091323 | Legal | $19,157 |
BENESYS, INC.1+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $14,496 |
MILLER KAPLAN ARASE LLP1+ years Filed as: S.C. MILLER & CO., INC. Service code 10 · EIN 35-1820020 | Accounting | $8,216 |
PNC BANK, N.A.1+ years Filed as: PNC Service code 28 · EIN 25-1211909 | Investment Management | $6,773 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,937 | $126,925-82.7% | $74,184-70.4% | $329,111-93.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 3.20% | 10.67%-7.5pp | 17.74%-14.5pp | 16.35%-13.2pp |
| Employer contribution / active EE | $1,971 | $3,536-44.3% | $2,370-16.8% | $2,303-14.4% |
| Participant deferral / active EE | $0 | $6,619-100.0% | $3,550-100.0% | $3,682-100.0% |
| Admin fee / account holder | $54 | $64-14.6% | $5,586-99.0% | $754-92.8% |