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| Provider | Service type | Compensation |
|---|---|---|
LANIER MUCHIN LTD6+ years Service code 29 · EIN 36-3088463 | Legal | $41,264 |
WILLIAM BLAIR4 years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 27 · EIN 36-2214610 | Advisory (Plan) | $27,235 |
TED WINDSOR & ASSOCIATES2 years Filed as: TED WINDSOR AND ASSOCIATES Service code 11 · EIN 36-4374704 | Actuarial | $24,935 |
FRANK J BAKER & COMPANY, LTD6+ years Filed as: FRANK J BAKER & COMPANY, LTD. Service code 10 · EIN 36-3086616 | Accounting | $13,975 |
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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 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 9.16% | 9.93%-0.8pp | -2.84%+12.0pp | 9.29%-0.1pp |
| Employer contribution / active EE | $4,688 | $11,565-59.5% | $33,329-85.9% | $15,168-69.1% |
| Participant deferral / active EE | $2,601 | $67+3767.3% | $51+4990.0% | $67+3770.2% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |