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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES5 years Service code 28 · EIN 36-3485298 | Investment Management | $70,000 |
TOPEL FORMAN LLC8+ years Service code 10 · EIN 36-2469413 | Accounting | $58,565 |
TED WINDSOR & ASSOCIATES5 years Service code 11 · EIN 36-4374704 | Actuarial | $21,325 |
MCGANN KETTERMAN & RIOUX1 year Filed as: MCGANN, KETTERMAN, & RIOUX Service code 29 · EIN 36-3968279 | Legal | $14,300 |
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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 | $9,556,684-100.0% | $163,428-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.9%-15.9pp | 2.4%-2.4pp |
| Annual return | 3.79% | 14.43%-10.6pp | 9.36%-5.6pp | 22.81%-19.0pp |
| Employer contribution / active EE | $23,668 | $16,909+40.0% | $31,270-24.3% | $18,290+29.4% |
| Participant deferral / active EE | $0 | $2,194-100.0% | $263-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $9,460-100.0% | $85,222-100.0% |