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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES7 years Service code 28 · EIN 36-3485298 | Investment Management | $70,000 |
TOPEL FORMAN LLC10+ years Service code 10 · EIN 36-2469413 | Accounting | $61,437 |
TED WINDSOR & ASSOCIATES7 years Service code 11 · EIN 36-4374704 | Actuarial | $60,775 |
MCGANN KETTERMAN & RIOUX3 years Filed as: MCGANN, KETTERMAN, & RIOUX Service code 29 · EIN 36-3968279 | Legal | $6,400 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,224-100.0% | $134,556-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 15.4%-15.4pp | 2.5%-2.5pp |
| Annual return | 14.55% | 8.25%+6.3pp | 8.50%+6.1pp | 8.25%+6.3pp |
| Employer contribution / active EE | $27,441 | $18,668+47.0% | $29,758-7.8% | $18,668+47.0% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $538-100.0% | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $8,606-100.0% | $200-100.0% |