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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 36-3815082 | Legal | $77,924 |
MARQUETTE ASSOCIATES2 years Service code 28 · EIN 36-3485298 | Investment Management | $73,000 |
TOPEL FORMAN LLC5+ years Service code 10 · EIN 36-2469413 | Accounting | $53,708 |
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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 | $409,661-100.0% | $247,190-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 1.7%-1.7pp |
| Annual return | 9.67% | 9.30%+0.4pp | 7.87%+1.8pp | 627.08%-617.4pp |
| Employer contribution / active EE | $14,709 | $21,052-30.1% | $31,784-53.7% | $18,824-21.9% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $241-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $240,514-100.0% | $1,923-100.0% |