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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 19 · EIN 06-1050034 | Securities Custodian | $128,664 |
THE SEGAL COMPANY2 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 333 W 34TH ST · NEW YORK, NY 10001 | Actuarial | $16,163 |
CALIBRE CPA GROUP PLLC6+ years Service code 10 · EIN 47-0900880 230 W. MONROE ST. SUITE 310 · CHICAGO, IL 60606 | Accounting | $15,745 |
MARQUETTE ASSOCIATES6+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 70 · EIN 36-3485298 180 NORTH LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Consulting Fees | $14,040 |
ARNOLD & KADJAN6+ years Service code 29 · EIN 36-2498571 35 EAST WACKER DRIVE, SUITE 600 · CHICAGO, IL 60601 | Legal | $12,774 |
HUNT INSURANCE AGENCY, INC.3 years Filed as: HUNT INSURANCE AGENCY, INC Service code 53 · EIN 36-2730032 12000 HARLEM DR · PALOS HEIGHTS, IL 60463 | Insurance Commissions | $8,001 |
Participant contribution per participant 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 | $165,465 | $88,770+86.4% | $109,191+51.5% | $93,010+77.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 22.87% | 60.64%-37.8pp | 25.76%-2.9pp | 158.70%-135.8pp |
| Employer contribution / active EE | $7,307 | $3,780+93.3% | $3,723+96.3% | $2,705+170.1% |
| Participant deferral / active EE | $40 | $3,630-98.9% | $4,653-99.1% | $4,561-99.1% |
| Admin fee / account holder | $131 | $172-23.8% | $6,756-98.1% | $152-13.4% |