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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS7 years Service code 15 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $67,776 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $43,500 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC10+ years Filed as: PARAMETRIC PORTFOLIO ASSOC, LLC Service code 28 3600 MINNESOTA DRIVE · MINNEAPOLIS, MN 55435 | Investment Management | $33,635 |
FIRST MIDWEST/OLD NATIONAL2 years Service code 19 27 NORTH VERMILION STREET · DAVILLE, IL 61832 | Securities Custodian | $24,651 |
HAMMOND AND SHINNERS, P.C.10+ years Filed as: HAMMOND AND SHINNERS, PC Service code 29 13205 MANCHESTER ROAD SUITE 210 · ST. LOUIS, MO 63131 | Legal | $20,071 |
RICHARD J. WOLF & COMPANY4 years Filed as: RICHARD J WOLF AND COMPANY, INC. Service code 10 P.O. BOX 591 · PALOS PARK, IL 60464 | Accounting | $13,985 |
ROMOLO & ASSOCIATES2 years Filed as: ROMOLO & ASSOCIATES LLC Service code 10 1700 W LUTHY DRIVE · PEORIA, IL 61615 | Accounting | $13,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,907 | $92,224+10.5% | $105,223-3.2% | $79,634+28.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 8.38% | 88.65%-80.3pp | 180.65%-172.3pp | 36.46%-28.1pp |
| Employer contribution / active EE | $11,575 | $3,965+191.9% | $3,689+213.8% | $2,529+357.7% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $249 | $1,121-77.8% | $8,859-97.2% | $1,002-75.2% |