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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 28 · EIN 06-1050034 | Investment Management | $130,789 |
ARNOLD & KADJAN5+ years Service code 29 · EIN 36-2498571 35 EAST WACKER DRIVE, SUITE 600 · CHICAGO, IL 60601 | Legal | $17,768 |
CALIBRE CPA GROUP PLLC5+ years Service code 10 · EIN 47-0900880 230 W. MONROE ST. SUITE 310 · CHICAGO, IL 60606 | Accounting | $15,750 |
MARQUETTE ASSOCIATES5+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 70 · EIN 36-3485298 180 NORTH LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Consulting Fees | $13,380 |
HUNT INSURANCE AGENCY, INC.2 years Filed as: HUNT INSURANCE AGENCY, INC Service code 53 · EIN 36-2730032 12000 HARLEM DR · PALOS HEIGHTS, IL 60463 | Insurance Commissions | $7,825 |
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 333 W 34TH ST · NEW YORK, NY 10001 | Actuarial | $7,761 |
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 | $133,886 | $81,719+63.8% | $101,275+32.2% | $90,274+48.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 5.74% | 337.64%-331.9pp | 46.46%-40.7pp | 53.97%-48.2pp |
| Employer contribution / active EE | $7,067 | $3,622+95.1% | $3,660+93.1% | $2,523+180.0% |
| Participant deferral / active EE | $33 | $3,310-99.0% | $4,370-99.3% | $4,231-99.2% |
| Admin fee / account holder | $130 | $162-19.9% | $5,948-97.8% | $114+13.7% |