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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RICHARD J WOLF AND COMPANY, INC. Service code 10 P.O. BOX 591 · PALOS PARK, IL 60464 | Accounting | $141,430 |
EKON BENEFITS4 years Service code 15 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $57,660 |
MARQUETTE ASSOCIATES7+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $38,000 |
Filed as: PARAMETRIC PORTFOLIO ASSOC, LLC Service code 28 3600 MINNESOTA DRIVE, SUITE 325 · MINNEAPOLIS, MN 55435 | Investment Management | $30,594 |
ROMOLO & ASSOCIATES3 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 1700 W LUTHY DRIVE · PEORIA, IL 61615 | Accounting | $30,534 |
HAMMOND AND SHINNERS, P.C.7+ years Filed as: HAMMOND AND SHINNERS, PC Service code 29 13205 MANCHESTER RD · ST. LOUIS, MO 63131 | Legal | $24,748 |
FIRST MIDWEST BANK7+ years Filed as: FIRST MIDWEST Service code 19 27 NORTH VERMILION STRET · DANVILLE, IL 61832 | Securities Custodian | $22,774 |
Participant contribution per participant 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 | $85,571 | $106,236-19.5% | $112,258-23.8% | $64,814+32.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -5.85% | -6.02%+0.2pp | 27.47%-33.3pp | 32.84%-38.7pp |
| Employer contribution / active EE | $9,570 | $3,166+202.3% | $3,636+163.2% | $2,507+281.8% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $251 | $452-44.4% | $6,411-96.1% | $188+33.6% |