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| Provider | Service type | Compensation |
|---|---|---|
DEARBORN PARTNERS6+ years Filed as: DEARBORN PARTNERS, LLC Service code 51 200 W MADISON ST, STE 1950 · CHICAGO, IL 60606 | Investment Mgmt Fees | $213,275 |
ZENITH AMERICAN SOLUTIONS6+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $190,206 |
ASB CAPITAL MANAGEMENT6+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $176,621 |
ARNOLD & KADJAN6+ years Service code 29 · EIN 36-2498571 | Legal | $153,635 |
RHUMBLINE ADVISORS6+ years Service code 28 · EIN 04-3118582 | Investment Management | $75,862 |
GREAT LAKES ADVISORS, LLC6+ years Service code 51 · EIN 80-0292839 | Investment Mgmt Fees | $74,250 |
NATIONAL INVESTMENT SERVICES6+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $66,745 |
MARQUETTE ASSOCIATES6+ years Filed as: MARQUETTE & ASSOCIATES Service code 16 · EIN 36-3485298 | Consulting | $62,000 |
CALIBRE CPA GROUP PLLC6+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $55,914 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $53,426 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,639 | $118,337+95.7% | $189,534+22.2% | $93,010+149.0% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 73.9%+26.1pp |
| Annual return | 22.16% | 21.77%+0.4pp | 555.39%-533.2pp | 158.70%-136.5pp |
| Employer contribution / active EE | $8,426 | $4,204+100.4% | $6,162+36.7% | $2,705+211.5% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,220-100.0% | $4,561-100.0% |
| Admin fee / account holder | $469 | $100+370.7% | $12,049-96.1% | $152+209.3% |