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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $65,639 |
CYGAN HAYES LTD.2+ years Service code 10 · EIN 36-3332152 | Accounting | $46,695 |
TERRY A ROCCO2+ years Service code 14 · EIN 36-6940923 660 N INDUSTRIAL DR 101 · ELMHURST, IL 60126 | Plan Administrator | $27,749 |
Filed as: BAUM, SIGMAN, AUERBACH, & NEUMAN Service code 29 · EIN 36-2744057 | Legal | $12,663 |
ASSOCIATED AGENCIES2+ years Service code 22 · EIN 36-2709020 | Insurance Broker | $10,356 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC. Service code 16 · EIN 23-2182079 | Consulting | $6,789 |
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 | $57,592 | $221,442-74.0% | $92,240-37.6% | $77,958-26.1% |
| Participation rate | 60.0% | 79.6%-19.6pp | 76.5%-16.5pp | 71.6%-11.7pp |
| Annual return | 6.96% | 15.65%-8.7pp | 176.29%-169.3pp | 20.87%-13.9pp |
| Employer contribution / active EE | $2,351 | $3,226-27.1% | $3,680-36.1% | $2,310+1.7% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $141 | $210-32.9% | $5,194-97.3% | $97+44.5% |