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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES1 year Service code 28 · EIN 36-3485298 | Investment Management | $73,000 |
TOPEL FORMAN LLC4+ years Service code 10 · EIN 36-2469413 | Accounting | $53,708 |
Service code 29 · EIN 36-3815082 | Legal | $37,122 |
TED WINDSOR & ASSOCIATES1 year Service code 11 · EIN 36-4374704 | Actuarial | $23,800 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,244-100.0% | $161,646-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 2.8%-2.8pp |
| Annual return | 0.63% | 12.11%-11.5pp | 12.93%-12.3pp | 16.32%-15.7pp |
| Employer contribution / active EE | $17,858 | $18,276-2.3% | $35,210-49.3% | $17,007+5.0% |
| Participant deferral / active EE | $0 | $1,114-100.0% | $458-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $4,659-100.0% | $127-100.0% |