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| Provider | Service type | Compensation |
|---|---|---|
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $147,552 |
MITCHELL & TITUS, LLP5 years Filed as: S. MITCHELL Service code 30 · EIN 36-4198045 | Employee (plan) | $110,268 |
C. FRESAS3 years Service code 30 · EIN 36-4198045 | Employee (plan) | $103,780 |
THE SEGAL COMPANY10+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $96,650 |
Service code 12 · EIN 52-1796473 | Recordkeeping and information managem... | $86,269 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $83,939 |
B. LEMON5 years Service code 30 · EIN 36-4198045 | Employee (plan) | $80,330 |
ASHER, GITTLER & D'ALBA, LTD.10+ years Filed as: ASHER, GITTLER & D'ALBA Service code 29 · EIN 36-2786883 | Legal | $78,104 |
Filed as: C. ABRAMS Service code 30 · EIN 36-4198045 | Employee (plan) | $68,044 |
K. MICKLES2 years Service code 30 · EIN 36-4198045 | Employee (plan) | $62,161 |
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Employer contribution per participant 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 | $0 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 6.34% | 8.48%-2.1pp | 8.34%-2.0pp | 8.48%-2.1pp |
| Employer contribution / active EE | $562 | $9,949-94.3% | $30,790-98.2% | $9,949-94.3% |
| Participant deferral / active EE | $0 | $734-100.0% | $252-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |