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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.10+ years Filed as: BENEFITS MANAGEMENT GROUP INC. Service code 14 · EIN 20-0188125 | Plan Administrator | $82,150 |
GREGORIO MARCO4 years Filed as: GREGORIO, STEC, KLEIN & HOSE Service code 29 · EIN 99-0408958 | Legal | $52,477 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS Service code 17 · EIN 36-4001764 | Pension Consulting | $47,100 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $43,980 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $9,538 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,634 | $98,273+59.4% | $150,734+3.9% | $85,660+82.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.4%+21.6pp | 74.8%+25.2pp |
| Annual return | 8.82% | 7.62%+1.2pp | 600.81%-592.0pp | 19.52%-10.7pp |
| Employer contribution / active EE | $7,415 | $5,764+28.7% | $4,918+50.8% | $4,199+76.6% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $121 | $226-46.5% | $14,905-99.2% | $224-46.1% |