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| Provider | Service type | Compensation |
|---|---|---|
SECURITY PROGRAMS INC6+ years Service code 13 · EIN 36-2728094 2015 S. ARLINGTON HEIGHTS · ARLINGTON HEIGHTS, IL 60005 | Contract Administrator | $54,000 |
JP MORGAN SECURITIES LLC6+ years Filed as: JP MORGAN SECURITIES, LLC Service code 19 · EIN 13-4994650 21 S. CLARK ST., STE 3200 · CHICAGO, IL 60603 | Securities Custodian | $52,842 |
Service code 49 · EIN 36-4250648 7827 OGDEN AVENUE · LYONS, IL 60534 | Other Services | $39,263 |
Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 310 W WISCONSIN AVE, STE 100MW · MILWAUKEE, WI 53203 | Legal | $14,561 |
KAIZEN SYSTEMS INC2 years Service code 99 760 VILLAGE CENTER DRIVE · BURR RIDGE, IL 60527 | Other Fees | $9,240 |
LAW OFFICES OF JOSEPH GLIMCO6+ years Service code 29 · EIN 36-4064225 8340 LEMONT ROAD, BLDG F · DARIEN, IL 60561 | Legal | $7,000 |
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 | $1,964 | $51,288-96.2% | $81,982-97.6% | $73,412-97.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.3%+30.7pp | 72.2%+27.8pp |
| Annual return | 7.55% | 29.48%-21.9pp | 41.31%-33.8pp | 59.30%-51.7pp |
| Employer contribution / active EE | $677 | $1,487-54.5% | $2,498-72.9% | $2,234-69.7% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,722-100.0% | $3,806-100.0% |
| Admin fee / account holder | $68 | $125-45.8% | $5,665-98.8% | $158-57.0% |