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| Provider | Service type | Compensation |
|---|---|---|
WESTWOOD TRUST1+ years Filed as: WESTWOOD MANAGEMENT Service code 28 · EIN 36-2868317 208 S. LASALLE STREET · CHICAGO, IL 60604 | Investment Management | $300,711 |
LIPSCHULTZ, LEVIN & GRAY1+ years Service code 10 · EIN 36-2260623 425 HUEHL ROAD · NORTHBROOK, IL 60062 | Accounting | $12,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,603 | $107,378+79.4% | $108,582+77.4% | $57,658+234.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | -1.10% | 12.80%-13.9pp | -51.70%+50.6pp | 5.13%-6.2pp |
| Employer contribution / active EE | $15,191 | $1,782+752.6% | $3,758+304.2% | $1,974+669.6% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $914 | $108+742.4% | $7,645-88.0% | $95+866.7% |