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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES6 years Service code 28 · EIN 36-3485298 | Investment Management | $70,000 |
TOPEL FORMAN LLC9+ years Service code 10 · EIN 36-2469413 | Accounting | $61,388 |
MCGANN KETTERMAN & RIOUX2 years Filed as: MCGANN, KETTERMAN, & RIOUX Service code 29 · EIN 36-3968279 | Legal | $8,100 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $342,274-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 2.1%-2.1pp |
| Annual return | 12.04% | 8.01%+4.0pp | 8.34%+3.7pp | 7.65%+4.4pp |
| Employer contribution / active EE | $22,766 | $20,177+12.8% | $30,790-26.1% | $20,582+10.6% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $252-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $47,069-100.0% | $193-100.0% |