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| Provider | Service type | Compensation |
|---|---|---|
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $27,391 |
VITECH SYSTEMS GROUP1+ years Filed as: VITECH SYSTEMS GROUP, INC Service code 16 · EIN 13-3785492 | Consulting | $15,437 |
BMO HARRIS BANK NA1+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 19 111 EAST KILBOURN AVE · MILWAUKEE, WI 53202 | Securities Custodian | $13,646 |
ANTHONY M PONTARELLI CPA LLC1+ years Filed as: ANTHONY PINELLI Service code 29 53 W. JACKSON BLVD. · CHICAGO, IL 60604 | Legal | $12,500 |
LANER MUCHIN1+ years Service code 29 · EIN 36-3088463 | Legal | $10,362 |
MERCER1+ years Filed as: PAVILION ADVISORY GROUP, INC. Service code 27 500 W. MADISON STREET · CHICAGO, IL 60661 | Advisory (Plan) | $4,523 |
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 | $32,494 | $37,044-12.3% | $71,796-54.7% | $57,658-43.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 70.2%+29.8pp |
| Annual return | -1.99% | 12.64%-14.6pp | 78.04%-80.0pp | 5.13%-7.1pp |
| Employer contribution / active EE | $2,959 | $720+310.9% | $1,924+53.7% | $1,974+49.9% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $778 | $101+670.3% | $4,815-83.9% | $95+722.5% |