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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES4 years Service code 28 · EIN 36-3485298 | Investment Management | $70,000 |
TOPEL FORMAN LLC7+ years Service code 10 · EIN 36-2469413 | Accounting | $58,428 |
TED WINDSOR & ASSOCIATES4 years Service code 11 · EIN 36-4374704 | Actuarial | $30,300 |
Service code 29 · EIN 36-3815082 | Legal | $16,540 |
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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 | $46,984-100.0% | $748,470-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 5.6%-5.6pp |
| Annual return | -10.08% | -7.97%-2.1pp | 0.46%-10.5pp | 39.82%-49.9pp |
| Employer contribution / active EE | $15,600 | $20,148-22.6% | $35,480-56.0% | $19,980-21.9% |
| Participant deferral / active EE | $0 | $2,300-100.0% | $231-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $29,938-100.0% | $62-100.0% |