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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN1+ years Service code 29 · EIN 36-2498571 203 N LASALLE ST · CHICAGO, IL 60601 | Legal | $16,899 |
CALIBRE CPA GROUP PLLC1+ years Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60661 | Accounting | $15,523 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 70 · EIN 36-3485298 180 NORTH LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Consulting Fees | $15,000 |
US BANK1+ years Service code 18 · EIN 31-0841368 136 S WASHINGTON ST · NAPERVILLE, IL 60540 | Custodial (other than securities) | $3,991 |
Participant 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 | $89,517 | $80,354+11.4% | $133,975-33.2% | $63,975+39.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 0.79% | 13.11%-12.3pp | 29.29%-28.5pp | 48.65%-47.9pp |
| Employer contribution / active EE | $5,619 | $3,503+60.4% | $5,211+7.8% | $2,182+157.6% |
| Participant deferral / active EE | $31 | $5,239-99.4% | $6,282-99.5% | $3,356-99.1% |
| Admin fee / account holder | $39 | $69-43.7% | $9,324-99.6% | $70-44.6% |