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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3 years Filed as: BENESYS, INC Service code 13 N27 W23233 ROUNDY DR · PEWAUKEE, WI 53072 | Contract Administrator | $137,416 |
Filed as: PRUDENTIAL Service code 19 · EIN 06-1050034 | Securities Custodian | $120,914 |
CALIBRE CPA GROUP PLLC7+ years Service code 10 · EIN 47-0900880 | Accounting | $53,398 |
US BANK5 years Service code 18 P.O. BOX 1800 · SAINT PAUL, MN 551010800 | Custodial (other than securities); Tr... | $16,716 |
GEORGES SMETANA1 year Filed as: GEORGES & SYNOWIECKI Service code 29 20 SOUTH CLARK ST · CHICAGO, IL 60603 | Legal | $15,940 |
MARQUETTE ASSOCIATES1 year Service code 17 180 N LASALLE ST · CHICAGO, IL 60601 | Pension Consulting | $13,500 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO CONSULTING Service code 17 · EIN 36-3555078 | Pension Consulting | $8,333 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,928 | $76,774+74.4% | $112,270+19.3% | $77,906+71.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -16.60% | -10.25%-6.3pp | 27.49%-44.1pp | 12.16%-28.8pp |
| Employer contribution / active EE | $9,259 | $3,977+132.8% | $3,635+154.7% | $2,846+225.3% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $182 | $239-24.0% | $6,411-97.2% | $133+37.0% |