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| Provider | Service type | Compensation |
|---|---|---|
ZIEGLER CAPITAL MANAGEMENT, LLC3+ years Filed as: PATRICIA ZIEGLER Service code 30 · EIN 36-4198045 | Employee (plan) | $97,040 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $92,081 |
HEALTH PLAN SYSTEMS, INC.3+ years Service code 15 · EIN 01-0589640 | Recordkeeping | $73,985 |
KENNETH RYAN3+ years Filed as: KENNETH MARSHALL Service code 30 · EIN 36-4198045 | Employee (plan) | $70,335 |
MICHAEL F. YATES & COMPANY, INC.3+ years Filed as: MICHAEL HICKEY Service code 30 · EIN 36-4198045 | Employee (plan) | $67,983 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $55,468 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $50,000 |
CRYSTAL IBC LLC2 years Filed as: CRYSTAL ABRAMS Service code 30 · EIN 36-4198045 | Employee (plan) | $47,668 |
ACCOUNTING PRINCIPALS2 years Service code 49 · EIN 59-3482208 | Other Services | $47,560 |
Filed as: ZACK NAUTH Service code 14 · EIN 36-4198045 | Plan Administrator | $39,241 |
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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 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 14.45% | 16.32%-1.9pp | 9.39%+5.1pp | 16.32%-1.9pp |
| Employer contribution / active EE | $409 | $12,766-96.8% | $33,466-98.8% | $12,766-96.8% |
| Participant deferral / active EE | $0 | $800-100.0% | $657-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |