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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $198,511 |
ZENITH AMERICAN SOLUTIONS10+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $76,369 |
CAVANAGH & O'HARA7 years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 | Legal | $40,123 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $34,303 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
ILLINOIS NATIONAL BANK10+ years Service code 19 · EIN 37-0274319 | Securities Custodian | $9,504 |
DWS FUNDS1 year Filed as: RREEF AMERICA LLC Service code 28 · EIN 58-2364506 | Investment Management | $9,036 |
C.S. MCKEE, L.P.3 years Filed as: CS MCKEE Service code 28 · EIN 84-3346426 | Investment Management | $7,175 |
BENESYS, INC.1 year Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $6,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $124,814-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 11.0%-11.0pp |
| Annual return | 151.53% | 11.79%+139.7pp | 10.53%+141.0pp | 8.21%+143.3pp |
| Employer contribution / active EE | $6,489 | $19,735-67.1% | $26,797-75.8% | $13,841-53.1% |
| Participant deferral / active EE | $0 | $28-100.0% | $122-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $129-100.0% | $1,652-100.0% |