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| Provider | Service type | Compensation |
|---|---|---|
CALIBRE CPA GROUP PLLC2+ years Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60661 | Accounting | $15,777 |
ARNOLD & KADJAN2+ years Service code 29 · EIN 36-2498571 203 N LASALLE ST · CHICAGO, IL 60601 | Legal | $15,328 |
MARQUETTE ASSOCIATES2+ 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 |
BANSLEY AND KIENER, LLP1 year Filed as: BANSLEY & KIENER Service code 10 · EIN 36-2152389 | Accounting | $6,528 |
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 | $0 | $89,274-100.0% | $149,721-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 87.6%-87.6pp | 87.1%-87.1pp | 71.6%-71.6pp |
| Annual return | 8.37% | 20.36%-12.0pp | 1501.67%-1493.3pp | 20.87%-12.5pp |
| Employer contribution / active EE | $6,168 | $3,727+65.5% | $5,444+13.3% | $2,310+167.0% |
| Participant deferral / active EE | $32 | $5,382-99.4% | $6,568-99.5% | $3,537-99.1% |
| Admin fee / account holder | $0 | $240-100.0% | $11,282-100.0% | $97-100.0% |