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| Provider | Service type | Compensation |
|---|---|---|
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Filed as: PATRICIA ZIEGLER Service code 30 · EIN 36-4198045 | Employee (plan) | $101,784 |
HEALTH PLAN SYSTEMS, INC.2+ years Service code 15 · EIN 01-0589640 | Recordkeeping | $86,848 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $72,887 |
KENNETH RYAN2+ years Filed as: KENNETH MARSHALL Service code 30 · EIN 36-4198045 | Employee (plan) | $71,055 |
MICHAEL F. YATES & COMPANY, INC.2+ years Filed as: MICHAEL HICKEY Service code 30 · EIN 36-4198045 | Employee (plan) | $66,161 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $55,644 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $51,125 |
CRYSTAL IBC LLC1 year Filed as: CRYSTAL ABRAMS Service code 30 · EIN 36-4198045 | Employee (plan) | $45,521 |
Filed as: ZACK NAUTH Service code 14 · EIN 36-4198045 | Plan Administrator | $39,512 |
JOSEPH W. MCCARTHY & ASSOCIATES2+ years Filed as: JOSEPH CALI Service code 30 · EIN 36-4198045 | Employee (plan) | $32,429 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $57,821-100.0% | $115,939-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 19.3%-19.3pp | 5.5%-5.5pp |
| Annual return | 1.69% | 5.86%-4.2pp | 3.97%-2.3pp | 5.86%-4.2pp |
| Employer contribution / active EE | $394 | $10,137-96.1% | $28,168-98.6% | $10,137-96.1% |
| Participant deferral / active EE | $0 | $492-100.0% | $274-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $12,837-100.0% | $387-100.0% |