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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: THE SEGAL GROUP, INC. Service code 11 101 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $91,870 |
Filed as: TIC MIDWEST, LLC Service code 13 · EIN 93-4217445 | Contract Administrator | $74,520 |
CLIFTONLARSONALLEN LLP9 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $55,748 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK CITY, NY 10036 | Advisory (Plan) | $52,244 |
CAVANAGH & O'HARA9 years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 26-1688286 | Legal | $23,787 |
ENVISION CAPITAL MANAGEMENT3 years Filed as: ENVISION INSURANCE GROUP Service code 50 1616 W. PIONEER PARKWAY · PEORIA, IL 61615 | Direct Payment | $16,645 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $160,039-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 2.4%-2.4pp |
| Annual return | 6.51% | 8.86%-2.3pp | 9.15%-2.6pp | 7.94%-1.4pp |
| Employer contribution / active EE | $10,029 | $14,047-28.6% | $26,409-62.0% | $18,544-45.9% |
| Participant deferral / active EE | $0 | $0 | $266-100.0% | $1,093-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,701-100.0% | $200-100.0% |