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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.7+ years Filed as: BENEFITS MANAGEMENT GROUP INC. Service code 14 · EIN 20-0188125 | Plan Administrator | $67,200 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 17 · EIN 36-4001764 | Pension Consulting | $46,575 |
GREGORIO MARCO1 year Filed as: GREGORIO, STEC, KLEIN & HOSE Service code 29 · EIN 36-4028033 | Legal | $45,075 |
CALIBRE CPA GROUP PLLC7+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $29,983 |
AMALGAMATED BANK7+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $9,272 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,284 | $95,918+49.4% | $151,634-5.5% | $77,906+83.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -4.75% | -5.50%+0.8pp | 3.32%-8.1pp | 12.16%-16.9pp |
| Employer contribution / active EE | $7,804 | $4,330+80.2% | $6,165+26.6% | $2,846+174.2% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,805-100.0% |
| Admin fee / account holder | $115 | $93+23.8% | $11,614-99.0% | $133-12.9% |