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| Provider | Service type | Compensation |
|---|---|---|
WESTWOOD TRUST2+ years Filed as: WESTWOOD MANAGEMENT Service code 28 · EIN 36-2868317 208 S. LASALLE · CHICAGO, IL 60604 | Investment Management | $327,272 |
LIPSCHULTZ, LEVIN & GRAY1 year Filed as: LIPSCHULLTZ, LEVIN & GRAY Service code 10 · EIN 36-2260623 425 HUEHL ROAD · NORTHBROOK, IL 60062 | Accounting | $12,900 |
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 | $224,483 | $71,666+213.2% | $117,861+90.5% | $69,631+222.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.7%+20.3pp | 70.7%+29.3pp |
| Annual return | 22.45% | 18.86%+3.6pp | 335.11%-312.7pp | 27571.02%-27548.6pp |
| Employer contribution / active EE | $10,219 | $1,889+441.0% | $3,786+169.9% | $2,032+402.9% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $964 | $120+701.2% | $8,021-88.0% | $110+772.9% |