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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON & KROL, LLC3+ years Service code 29 · EIN 36-4342024 | Legal | $62,319 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC CAPITAL INVEST ADVS., INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $46,500 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $36,460 |
JAQUELINE CARSON3+ years Service code 30 · EIN 36-6754873 | Employee (plan) | $31,056 |
Filed as: JIM KLEMME Service code 10 8159 W. BRYN MAWR · CHICAGO, IL 606312940 | Accounting | $7,260 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $5,148 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,420 | $221,442-55.6% | $92,240+6.7% | $77,958+26.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 9.83% | 15.65%-5.8pp | 176.29%-166.5pp | 20.87%-11.0pp |
| Employer contribution / active EE | $3,931 | $3,226+21.8% | $3,680+6.8% | $2,310+70.1% |
| Participant deferral / active EE | $1,250 | $2,779-55.0% | $3,897-67.9% | $3,537-64.7% |
| Admin fee / account holder | $766 | $210+265.3% | $5,194-85.3% | $97+686.6% |