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| Provider | Service type | Compensation |
|---|---|---|
CYGAN HAYES LTD.10+ years Service code 10 · EIN 36-3332152 | Accounting | $91,049 |
Filed as: JOHN KALLIANIS Service code 14 · EIN 36-6122163 | Plan Administrator | $64,824 |
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES, INC Service code 27 180 N LASALLE ST 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $40,000 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $35,756 |
PRASAD I ELAMANA2 years Filed as: PRASAD ELAMANA Service code 30 · EIN 36-6122163 | Employee (plan); Direct payment from ... | $27,301 |
STRATEGIC ADVISORS, INC.3 years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $19,694 |
Filed as: BAUM, SIGMAN, AUERBACH, & NEUMAN Service code 29 · EIN 36-2744057 | Legal | $19,058 |
THE SEGAL COMPANY7 years Service code 11 · EIN 13-1975125 | Actuarial | $12,870 |
ASSOCIATED AGENCIES10+ years Service code 50 1701 GOLF RD SUITE 3-700 · ROLLING MEADOWS, IL 60008 | Direct Payment | $12,083 |
NOVENTECH1 year Service code 15 450 E 22ND ST, STE 140 · LOMBARD, IL 60148 | Recordkeeping | $6,193 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,253 | $98,273+13.2% | $150,734-26.2% | $85,660+29.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 78.4%+14.5pp | 74.8%+18.1pp |
| Annual return | 8.80% | 7.62%+1.2pp | 600.81%-592.0pp | 19.52%-10.7pp |
| Employer contribution / active EE | $7,239 | $5,764+25.6% | $4,918+47.2% | $4,199+72.4% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $343 | $226+51.9% | $14,905-97.7% | $224+53.0% |