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| Provider | Service type | Compensation |
|---|---|---|
MCDERMOTT WILL & EMERY LLP2+ years Filed as: MCDERMOTT Service code 29 · EIN 36-1453176 | Legal | $48,336 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $40,836 |
AMERICAN FUNDS1 year Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 16 · EIN 26-4789150 | Consulting | $40,000 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $27,775 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,729 | $80,211-8.1% | $74,184-0.6% | $63,975+15.2% |
| Participation rate | 85.8% | 84.2%+1.7pp | 76.6%+9.2pp | 71.1%+14.7pp |
| Annual return | 8.73% | 14.13%-5.4pp | 17.74%-9.0pp | 48.65%-39.9pp |
| Employer contribution / active EE | $2,134 | $2,553-16.4% | $2,370-10.0% | $2,182-2.2% |
| Participant deferral / active EE | $3,644 | $4,370-16.6% | $3,550+2.6% | $3,356+8.6% |
| Admin fee / account holder | $42 | $67-36.9% | $5,586-99.2% | $70-39.8% |