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| Provider | Service type | Compensation |
|---|---|---|
SBSISEMONIS2+ years Service code 13 · EIN 37-1405068 | Contract Administrator | $80,667 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 28 · EIN 13-2919773 | Investment Management | $50,462 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 11 · EIN 37-0899315 | Actuarial | $36,182 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $15,500 |
CAVANAGH & O'HARA1 year Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 26-1688286 | Legal | $15,230 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 9.31% | 11.78%-2.5pp | 8.32%+1.0pp | 23.90%-14.6pp |
| Employer contribution / active EE | $3,869 | $11,309-65.8% | $30,793-87.4% | $16,539-76.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |