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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $70,000 |
JOHNSON & KROL, LLC1 year Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $55,296 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN DATA CENTRE, INC. Service code 13 · EIN 36-6095542 | Contract Administrator | $48,000 |
CHEIRON2+ years Service code 11 · EIN 13-4215617 | Actuarial | $43,528 |
TOM PARAVOLA2+ years Service code 29 PO BOX 66 · ELMHURST, IL 60126 | Legal | $40,800 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $20,750 |
ULLICO2+ years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $14,499 |
INVESCO2+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $6,266 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 7.31% | 4.23%+3.1pp | 3.97%+3.3pp | 4.56%+2.7pp |
| Employer contribution / active EE | $3,896 | $16,147-75.9% | $28,168-86.2% | $15,526-74.9% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |