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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 37-1272270 | Contract Administrator | $82,547 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 28 · EIN 13-2919773 | Investment Management | $52,177 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 11 · EIN 37-0899315 | Actuarial | $33,793 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $15,950 |
CAVANAGH & O'HARA3 years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 26-1688286 | Legal | $14,804 |
ROMOLO & ASSOCIATES2 years Service code 10 1700 WEST LUTHY DRIVE · PEORIA, IL 61615 | Accounting | $5,323 |
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Employer 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 | $0 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 5.12% | 10.27%-5.2pp | 10.56%-5.4pp | 53.27%-48.2pp |
| Employer contribution / active EE | $4,781 | $12,273-61.0% | $30,197-84.2% | $14,774-67.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |