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| Provider | Service type | Compensation |
|---|---|---|
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $52,516 |
VITECH SYSTEMS GROUP9+ years Filed as: VITECH SYSTEMS GROUP, INC Service code 16 · EIN 13-3785492 | Consulting | $45,959 |
MARY DELANEY CERETTO5 years Filed as: MARY CERETTO Service code 30 · EIN 36-3319994 | Employee (plan) | $40,681 |
JEFFREY HOFF5 years Service code 30 · EIN 36-3319994 | Employee (plan) | $35,116 |
ROSANNE LACALAMITA5 years Service code 30 · EIN 36-3319994 | Employee (plan) | $32,045 |
MERCER4 years Service code 27 155 N. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $27,671 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $22,201 |
LANER MUCHIN9+ years Service code 29 · EIN 36-3088463 | Legal | $14,873 |
RIVERBRIDGE PARTNERS4 years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 28 1200 IDS CENTER · MINNEAPOLIS, MN 55402 | Investment Management | $10,807 |
Filed as: LA SALLE CONSULTING PARTNERS INC Service code 16 200 WEST MADISON ST, SUITE 940 · CHICAGO, IL 60606 | Consulting | $10,622 |
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 | $29,503 | $48,744-39.5% | $93,696-68.5% | $199,960-85.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 68.7%+31.3pp | 72.0%+28.0pp |
| Annual return | 13.79% | 15.36%-1.6pp | 133.74%-119.9pp | 34.28%-20.5pp |
| Employer contribution / active EE | $5,294 | $1,140+364.3% | $2,422+118.6% | $3,036+74.4% |
| Participant deferral / active EE | $0 | $2,825-100.0% | $4,417-100.0% | $5,087-100.0% |
| Admin fee / account holder | $473 | $195+142.5% | $8,287-94.3% | $269+75.8% |