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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $159,601 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $77,005 |
CAVANAGH & O'HARA1+ years Filed as: CAVANAGH & O'HARA, LLP Service code 29 · EIN 37-1259635 | Legal | $44,353 |
ARGENT CAPITAL MANAGEMENT1+ years Filed as: ARGENT CAPITAL MANAGEMENT, LLC Service code 27 · EIN 43-1826950 | Advisory (Plan) | $32,011 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE & ASSOCIATES, INC. Service code 27 · EIN 36-3485295 | Advisory (Plan) | $21,667 |
BANSLEY AND KIENER, LLP1+ years Filed as: BANSLEY & KIENER, LLP Service code 10 · EIN 36-2152389 | Accounting | $19,750 |
ILLINOIS NATIONAL BANK1+ years Service code 19 · EIN 37-0274319 | Securities Custodian | $12,143 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $50,876-100.0% | $253,870-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 15.7%-15.7pp |
| Annual return | 0.16% | -1.43%+1.6pp | -1.10%+1.3pp | -7.14%+7.3pp |
| Employer contribution / active EE | $28,151 | $13,548+107.8% | $27,248+3.3% | $14,613+92.6% |
| Participant deferral / active EE | $0 | $233-100.0% | $105-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $702,575-100.0% | $1,191-100.0% |