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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 10 S WACKER DR · CHICAGO, IL 60606 | Recordkeeping | $69,153 |
GROUP ADMINISTRATORS, LTD.4+ years Service code 13 · EIN 36-3381052 915 NATIONAL PARKWAY · SCHAUMBURG, IL 60173 | Contract Administrator | $38,192 |
CALIBRE CPA GROUP PLLC4+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 WEST MONROE STREET SUITE 310 · CHICAGO, IL 60606 | Accounting | $34,876 |
AON CONSULTING4+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 4 OVERLOOK POINT · LINCOLNSHIRE, IL 600694302 | Actuarial | $22,560 |
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 180 N LASALLE ST · CHICAGO, IL 60601 | Consulting | $10,000 |
Filed as: BAUM SIGMAN AUERBACH & NEUMAN Service code 29 · EIN 36-2744057 200 W ADAMS STREET · CHICAGO, IL 60601 | Legal | $6,056 |
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 | $109,734 | $66,650+64.6% | $92,915+18.1% | $67,582+62.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 1.07% | 92.64%-91.6pp | 109.45%-108.4pp | 378.57%-377.5pp |
| Employer contribution / active EE | $11,082 | $2,777+299.1% | $3,653+203.3% | $2,148+416.0% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $282 | $199+41.6% | $5,796-95.1% | $142+98.1% |