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| Provider | Service type | Compensation |
|---|---|---|
SBSISEMONIS1+ years Service code 13 · EIN 37-1405068 | Contract Administrator | $80,433 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 28 · EIN 13-2919773 | Investment Management | $56,466 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 11 · EIN 37-0899315 | Actuarial | $33,985 |
GORDON, STOCKMAN & WAUGH, P.C.1+ years Service code 10 · EIN 41-2110811 | Accounting | $13,500 |
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Employer 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 | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -2.26% | 3.49%-5.8pp | 4.16%-6.4pp | 7.18%-9.4pp |
| Employer contribution / active EE | $4,225 | $11,083-61.9% | $29,966-85.9% | $13,095-67.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |