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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $74,117 |
CYGAN HAYES LTD.3+ years Service code 10 · EIN 36-3332152 | Accounting | $50,328 |
TERRY A ROCCO3+ years Service code 14 · EIN 36-6940923 660 N INDUSTRIAL DR 201 · ELMHURST, IL 60126 | Plan Administrator | $28,342 |
Filed as: BAUM, SIGMAN, AUERBACH, & NEUMAN Service code 29 · EIN 36-2744057 | Legal | $15,432 |
CHUBB1 year Filed as: CHUBB & SONS Service code 22 · EIN 13-5679031 | Insurance Broker | $9,497 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC. Service code 16 · EIN 23-2182079 | Consulting | $7,014 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,620 | $60,396+3.7% | $83,831-25.3% | $75,289-16.8% |
| Participation rate | 59.2% | 80.7%-21.6pp | 76.1%-17.0pp | 72.4%-13.3pp |
| Annual return | 4.77% | 3.84%+0.9pp | 850.99%-846.2pp | -0.04%+4.8pp |
| Employer contribution / active EE | $2,728 | $3,343-18.4% | $3,631-24.9% | $2,405+13.4% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $153 | $141+8.0% | $5,479-97.2% | $102+49.1% |