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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $70,000 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN DATA CENTRE, INC. Service code 13 · EIN 36-6095542 | Contract Administrator | $61,601 |
CHEIRON5+ years Service code 11 · EIN 13-4215617 | Actuarial | $42,355 |
TOM PARAVOLA5+ years Service code 29 PO BOX 66 · ELMHURST, IL 60126 | Legal | $40,800 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $25,514 |
DWS FUNDS1 year Filed as: RREEF AMERICA LLC Service code 28 · EIN 58-2364506 | Investment Management | $18,563 |
ULLICO5+ years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $15,239 |
JOHNSON & KROL, LLC4 years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $7,310 |
INVESCO5+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $6,605 |
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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 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 16.31% | 12.03%+4.3pp | 12.93%+3.4pp | 13.59%+2.7pp |
| Employer contribution / active EE | $4,188 | $19,417-78.4% | $35,210-88.1% | $14,592-71.3% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |