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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR8 years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 27 · EIN 36-2214610 | Advisory (Plan) | $32,459 |
TED WINDSOR & ASSOCIATES6 years Filed as: TED WINDSOR AND ASSOCIATES Service code 11 · EIN 36-4374704 | Actuarial | $20,500 |
FRANK J BAKER & COMPANY, LTD10+ years Filed as: FRANK J BAKER & COMPANY, LTD. Service code 10 · EIN 36-3086616 | Accounting | $15,135 |
LANIER MUCHIN LTD10+ years Service code 29 · EIN 36-3088463 | Legal | $13,569 |
ALGER4 years Filed as: FRED DALBIS Service code 15 308 W PRAIRIE · ITASCA, IL 60143 | Recordkeeping | $5,136 |
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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 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 11.54% | 7.25%+4.3pp | 5.04%+6.5pp | 8.21%+3.3pp |
| Employer contribution / active EE | $4,866 | $13,308-63.4% | $26,454-81.6% | $13,841-64.8% |
| Participant deferral / active EE | $2,763 | $61+4458.4% | $78+3449.9% | $62+4383.8% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |