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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN SECURITIES LLC2+ years Filed as: JP MORGAN SECURITIES, LLC Service code 19 21 S. CLARK ST., STE 3200 · CHICAGO, IL 60603 | Securities Custodian | $37,680 |
SECURITY PROGRAMS INC2+ years Service code 13 · EIN 36-2728094 2015 S. ARLINGTON HEIGHTS · ARLINGTON HEIGHTS, IL 60005 | Contract Administrator | $37,296 |
LAW OFFICES OF JOSEPH GLIMCO2+ years Service code 29 · EIN 36-4064225 8340 LEMONT ROAD, BLDG F · DARIEN, IL 60561 | Legal | $12,000 |
CALIBRE CPA GROUP PLLC2+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 19615 S. LAGRANGE ROAD, STE B · MOKENA, IL 60448 | Accounting | $6,000 |
Service code 29 · EIN 36-2425981 150 N. MICHIGAN AVE., STE 1000 · CHICAGO, IL 60601 | Legal | $5,393 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,408 | $39,819-96.5% | $67,834-97.9% | $57,658-97.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 68.8%+31.2pp | 70.2%+29.8pp |
| Annual return | 3.94% | 9.19%-5.3pp | 138.47%-134.5pp | 5.13%-1.2pp |
| Employer contribution / active EE | $605 | $1,277-52.6% | $2,403-74.8% | $1,974-69.4% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,160-100.0% | $3,061-100.0% |
| Admin fee / account holder | $45 | $84-46.0% | $4,622-99.0% | $95-52.3% |