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| Provider | Service type | Compensation |
|---|---|---|
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $92,699 |
HEALTH PLAN SYSTEMS, INC.1+ years Service code 15 · EIN 01-0589640 | Recordkeeping | $87,581 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Filed as: PATRICIA ZIEGLER Service code 30 · EIN 36-4198045 | Employee (plan) | $82,788 |
MICHAEL F. YATES & COMPANY, INC.1+ years Filed as: MICHAEL HICKEY Service code 30 · EIN 36-4198045 | Employee (plan) | $58,113 |
KENNETH RYAN1+ years Filed as: KENNETH MARSHALL Service code 30 · EIN 36-4198045 | Employee (plan) | $54,361 |
JOSEPH W. MCCARTHY & ASSOCIATES1+ years Filed as: JOSEPH CALI Service code 30 · EIN 36-4198045 | Employee (plan) | $51,753 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $50,000 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $45,844 |
Filed as: ZACK NAUTH Service code 14 · EIN 36-4198045 | Plan Administrator | $37,695 |
JENNIFER KELLNER1+ years Filed as: JENNIFER MACK Service code 30 · EIN 36-4198045 | Employee (plan) | $35,869 |
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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 | $108,235-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.0%0pp |
| Annual return | -1.78% | 3.11%-4.9pp | -1.08%-0.7pp | 3.11%-4.9pp |
| Employer contribution / active EE | $396 | $9,361-95.8% | $35,779-98.9% | $9,361-95.8% |
| Participant deferral / active EE | $0 | $375-100.0% | $238-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $13,449-100.0% | - |