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| Provider | Service type | Compensation |
|---|---|---|
CYGAN HAYES LTD.6+ years Service code 10 · EIN 36-3332152 | Accounting | $74,466 |
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 180 N LASALLE ST 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $40,000 |
THE SEGAL COMPANY3 years Service code 11 · EIN 13-1975125 | Actuarial | $18,765 |
Filed as: BAUM, SIGMAN, AUERBACH, & NEUMAN Service code 29 · EIN 36-2744057 | Legal | $10,508 |
CHUBB4 years Filed as: CHUBB & SONS Service code 22 · EIN 13-5679031 | Insurance Broker | $9,999 |
BENESYS, INC.5 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $6,493 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS N.A. Service code 19 P.O. BOX 755 · CHICAGO, IL 60690 | Securities Custodian | $5,899 |
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 | $87,287 | $88,770-1.7% | $109,188-20.1% | $93,010-6.2% |
| Participation rate | 58.0% | 81.5%-23.5pp | 75.9%-17.9pp | 73.9%-15.9pp |
| Annual return | 17.86% | 60.64%-42.8pp | 25.76%-7.9pp | 158.70%-140.8pp |
| Employer contribution / active EE | $3,651 | $3,780-3.4% | $3,723-1.9% | $2,705+35.0% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,654-100.0% | $4,561-100.0% |
| Admin fee / account holder | $137 | $172-20.5% | $6,755-98.0% | $152-9.6% |