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| Provider | Service type | Compensation |
|---|---|---|
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $29,517 |
LANER MUCHIN4+ years Service code 29 · EIN 36-3088463 | Legal | $16,724 |
ANTHONY M PONTARELLI CPA LLC4+ years Filed as: ANTHONY PINELLI Service code 29 53 W. JACKSON BLVD. · CHICAGO, IL 60604 | Legal | $10,000 |
VITECH SYSTEMS GROUP4+ years Filed as: VITECH SYSTEMS GROUP, INC Service code 16 · EIN 13-3785492 | Consulting | $9,884 |
BMO HARRIS BANK NA4+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 28 111 EAST KILBOURN AVE · MILWAUKEE, WI 53202 | Investment Management | $8,181 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $8,154 |
MERCER4+ years Filed as: PAVILION ADVISORY GROUP, INC. Service code 27 500 W. MADISON STREET · CHICAGO, IL 60661 | Advisory (Plan) | $5,000 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $4,704 |
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 | $32,895 | $40,174-18.1% | $84,023-60.9% | $67,582-51.3% |
| Participation rate | 100.0% | 62.7%+37.3pp | 69.0%+31.0pp | 71.3%+28.7pp |
| Annual return | -1.61% | 25.82%-27.4pp | 71.32%-72.9pp | 378.57%-380.2pp |
| Employer contribution / active EE | $3,301 | $808+308.8% | $1,984+66.4% | $2,148+53.7% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $849 | $128+561.5% | $6,102-86.1% | $142+496.5% |