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| Provider | Service type | Compensation |
|---|---|---|
JEFFREY W. KROL & ASSOCIATES1+ years Filed as: JEFFREY W. KROL & ASSOCIATES, LTD. Service code 10 · EIN 36-3094368 | Accounting | $229,546 |
GREAT LAKES ADVISORS, LLC1+ years Service code 51 · EIN 80-0292839 190 SOUTH LASALLE, SUITE 2200 · CHICAGO, IL 60603 | Investment Mgmt Fees | $134,935 |
THOMAS PARAVOLA1+ years Service code 29 · EIN 36-0522075 | Legal | $95,265 |
JAMES MELTREGER1+ years Service code 30 · EIN 36-2872107 | Employee (plan) | $74,857 |
VINCENT LOMBARDI1+ years Filed as: VINCENT SENESE Service code 30 · EIN 36-2872107 | Employee (plan) | $68,750 |
JUAN CAVALLINI1+ years Filed as: JUAN FERNANDEZ JR. Service code 30 · EIN 36-2872107 | Employee (plan) | $40,360 |
TAMMY GRAVES1+ years Filed as: TAMMY HENRICHS Service code 30 · EIN 36-2872107 | Employee (plan) | $31,216 |
ANTHONY M PONTARELLI CPA LLC1+ years Filed as: ANTHONY MONACO Service code 30 · EIN 36-2872107 | Employee (plan) | $20,053 |
MARY DELANEY CERETTO1+ years Filed as: MARY MURPHY Service code 30 · EIN 36-2872107 | Employee (plan) | $16,538 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO INSTL RETIREMENT TRUST Service code 15 1525 WEST W.T. HARRIS BOULEVARD · CHARLOTTE, NC 282628522 | Recordkeeping | $11,219 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,026 | $75,760-96.0% | $123,105-97.5% | $59,188-94.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | -3.73% | 2.93%-6.7pp | 13.22%-16.9pp | 5.51%-9.2pp |
| Employer contribution / active EE | $1,137 | $3,415-66.7% | $5,151-77.9% | $2,098-45.8% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $68 | $61+11.8% | $9,014-99.2% | $92-26.3% |