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| Provider | Service type | Compensation |
|---|---|---|
LANER MUCHIN3+ years Service code 29 · EIN 36-3088463 | Legal | $23,514 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $22,494 |
BMO HARRIS BANK NA3+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 19 111 EAST KILBOURN AVE · MILWAUKEE, WI 53202 | Securities Custodian | $12,221 |
ANTHONY M PONTARELLI CPA LLC3+ years Filed as: ANTHONY PINELLI Service code 29 53 W. JACKSON BLVD. · CHICAGO, IL 60604 | Legal | $11,950 |
VITECH SYSTEMS GROUP3+ years Filed as: VITECH SYSTEMS GROUP, INC Service code 16 · EIN 13-3785492 | Consulting | $9,109 |
MERCER3+ years Filed as: PAVILION ADVISORY GROUP, INC. Service code 27 500 W. MADISON STREET · CHICAGO, IL 60661 | Advisory (Plan) | $5,185 |
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 | $33,499 | $35,485-5.6% | $74,551-55.1% | $55,725-39.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | 6.80% | 0.72%+6.1pp | 32.53%-25.7pp | 244.93%-238.1pp |
| Employer contribution / active EE | $2,924 | $777+276.1% | $1,961+49.1% | $2,078+40.7% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $753 | $114+558.3% | $5,059-85.1% | $115+553.5% |