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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $62,055 |
CYGAN HAYES LTD.1+ years Service code 10 · EIN 36-3332152 | Accounting | $40,774 |
TERRY A ROCCO1+ years Service code 14 · EIN 36-6940923 660 N INDUSTRIAL DRIVE, SUITE 101 · ELMHURST, IL 60126 | Plan Administrator | $27,204 |
Filed as: BAUM,SIGMAN,AUERBACH,& NEUMAN Service code 29 · EIN 36-2744057 | Legal | $14,002 |
ASSOCIATED AGENCIES1+ years Service code 22 · EIN 36-2709020 | Insurance Broker | $10,179 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC Service code 16 · EIN 23-2182079 | Consulting | $9,090 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,325 | $54,392-5.6% | $84,753-39.4% | $63,975-19.8% |
| Participation rate | 61.0% | 76.9%-15.9pp | 76.6%-15.6pp | 71.1%-10.1pp |
| Annual return | -0.03% | 611.38%-611.4pp | 22.78%-22.8pp | 48.65%-48.7pp |
| Employer contribution / active EE | $2,173 | $2,943-26.2% | $3,574-39.2% | $2,182-0.4% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $127 | $136-6.6% | $5,333-97.6% | $70+80.2% |