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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 | Contract Administrator | $56,264 |
Filed as: BENEFIT MANAGEMENT GROUP, INC Service code 13 · EIN 20-0188125 | Contract Administrator | $37,500 |
CALIBRE CPA GROUP PLLC9+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $28,232 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 | Investment Management | $27,913 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
MARCO CONSULTING GROUP2 years Filed as: MARCO, MCGUIRE & ARREOLA Service code 29 1S443 SUMMIT AVE, SUITE 207 · OAKBROOK TERRACE, IL 60181 | Legal | $24,510 |
TED WINDSOR & ASSOCIATES2 years Service code 11 · EIN 36-4374704 | Actuarial | $24,250 |
COMERICA BANK1 year Service code 19 · EIN 42-1741646 | Securities Custodian | $19,039 |
LEGACY PROFESSIONALS LLP1 year Filed as: LEGACY PROFESSIONALS Service code 10 · EIN 32-0043599 | Accounting | $18,720 |
NORTHERN TRUST COMPANY9+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $3,441 |
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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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 10.46% | 146.80%-136.3pp | 20.18%-9.7pp | 22.81%-12.3pp |
| Employer contribution / active EE | $22,973 | $13,016+76.5% | $29,108-21.1% | $18,290+25.6% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |