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| Provider | Service type | Compensation |
|---|---|---|
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $35,215 |
LANER MUCHIN2+ years Service code 29 · EIN 36-3088463 | Legal | $16,731 |
BMO HARRIS BANK NA2+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 19 111 EAST KILBOURN AVE · MILWAUKEE, WI 53202 | Securities Custodian | $12,794 |
VITECH SYSTEMS GROUP2+ years Filed as: VITECH SYSTEMS GROUP, INC Service code 16 · EIN 13-3785492 | Consulting | $10,678 |
ANTHONY M PONTARELLI CPA LLC2+ years Filed as: ANTHONY PINELLI Service code 29 53 W. JACKSON BLVD. · CHICAGO, IL 60604 | Legal | $10,000 |
MERCER2+ years Filed as: PAVILION ADVISORY GROUP, INC. Service code 27 500 W. MADISON STREET · CHICAGO, IL 60661 | Advisory (Plan) | $4,819 |
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 | $33,734 | $48,064-29.8% | $78,778-57.2% | $69,631-51.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 70.7%+29.3pp |
| Annual return | 8.15% | 21.81%-13.7pp | 35.62%-27.5pp | 27571.02%-27562.9pp |
| Employer contribution / active EE | $2,716 | $744+265.3% | $1,986+36.8% | $2,032+33.7% |
| Participant deferral / active EE | $0 | $2,079-100.0% | $2,958-100.0% | $3,224-100.0% |
| Admin fee / account holder | $635 | $152+317.6% | $5,134-87.6% | $110+474.7% |