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| Provider | Service type | Compensation |
|---|---|---|
CYGAN HAYES LTD.5+ years Service code 10 · EIN 36-3332152 | Accounting | $60,056 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 180 N LASALLE ST 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $36,667 |
TERRY A ROCCO5+ years Service code 14 · EIN 36-6940923 660 N INDUSTRIAL DR 201 · ELMHURST, IL 60126 | Plan Administrator | $30,470 |
Filed as: BAUM, SIGMAN, AUERBACH, & NEUMAN Service code 29 · EIN 36-2744057 | Legal | $20,425 |
CHUBB3 years Filed as: CHUBB & SONS Service code 22 · EIN 13-5679031 | Insurance Broker | $9,945 |
MERCER5+ years Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $6,250 |
BENESYS, INC.4 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $5,379 |
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 | $70,684 | $81,719-13.5% | $101,275-30.2% | $90,274-21.7% |
| Participation rate | 58.9% | 80.7%-21.8pp | 75.8%-16.9pp | 73.4%-14.4pp |
| Annual return | 1.77% | 337.64%-335.9pp | 46.48%-44.7pp | 53.97%-52.2pp |
| Employer contribution / active EE | $3,810 | $3,622+5.2% | $3,660+4.1% | $2,523+51.0% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $131 | $162-18.9% | $5,948-97.8% | $114+15.2% |