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| Provider | Service type | Compensation |
|---|---|---|
FEDERATED3+ years Filed as: FEDERATED CLOVER Service code 28 · EIN 51-0366757 | Investment Management | $57,886 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE 1 Service code 30 · EIN 37-1043440 | Direct payment from the plan; Employe... | $57,213 |
HAMMOND AND SHINNERS, P.C.3+ years Filed as: HAMMOND AND SHINNERS, PC Service code 29 · EIN 43-1429257 | Legal | $42,052 |
ROMOLO & ASSOCIATES3+ years Service code 10 · EIN 37-1077733 | Accounting | $40,798 |
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $32,000 |
Filed as: PARAMETRIC PORTFOLIO ASSOC, LLC Service code 28 3600 MINNESOTA DRIVE, SUITE 325 · MINNEAPOLIS, MN 55435 | Investment Management | $24,514 |
FIRST MIDWEST BANK3+ years Filed as: FIRST MIDWEST Service code 19 · EIN 36-1495255 | Securities Custodian | $17,015 |
SYSTEM DESIGN ASSOCIATES3+ years Service code 16 900 S HIGHWAY DRIVE, SUITE 102 · FENTOM, MO 63026 | Consulting | $8,122 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,178 | $56,443+19.0% | $83,830-19.9% | $55,725+20.6% |
| Participation rate | 99.4% | 72.0%+27.4pp | 76.1%+23.3pp | 70.9%+28.6pp |
| Annual return | 6.27% | 393.67%-387.4pp | 850.97%-844.7pp | 244.93%-238.7pp |
| Employer contribution / active EE | $7,538 | $2,682+181.1% | $3,631+107.6% | $2,078+262.7% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $346 | $156+121.5% | $5,479-93.7% | $115+200.5% |