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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP5+ years Service code 17 · EIN 36-3555078 | Pension Consulting | $50,000 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $29,840 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $27,589 |
WILLIAMS MANNY INC.5+ years Service code 22 · EIN 36-2681501 | Insurance Broker | $26,534 |
HARTMAN & ASSOCIATES1 year Filed as: HARTMAN & ASSOC. Service code 11 · EIN 32-0000497 | Actuarial | $17,370 |
CHEIRON1 year Filed as: CHEIRON, INC. Service code 11 200 W. MONROE ST., STE. 1800 · CHICAGO, IL 60606 | Actuarial | $14,583 |
SCHIFF HARDIN LLP1 year Service code 29 · EIN 36-3184453 | Legal | $14,122 |
AMALGAMATED BANK5+ years Service code 18 · EIN 36-0721895 | Custodial (other than securities) | $11,377 |
Filed as: ASHER, GITTLER AND D'ALBA LTD Service code 29 · EIN 36-2786883 | Legal | $6,481 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $189,344-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 30.4%-30.4pp | 1.2%-1.2pp |
| Annual return | 18.00% | 53.27%-35.3pp | 11.02%+7.0pp | 53.27%-35.3pp |
| Employer contribution / active EE | $5,954 | $14,774-59.7% | $33,824-82.4% | $14,774-59.7% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $418-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,088-100.0% | $13,289-100.0% |