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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON3+ years Filed as: CHEIRON, INC. Service code 11 200 W. MONROE STREET, STE. 1800 · CHICAGO, IL 60606 | Actuarial | $29,861 |
MARGE MUSGRAVE3+ years Service code 30 · EIN 37-6155648 | Employee (plan) | $25,582 |
GORENZ AND ASSOCIATES1 year Service code 10 · EIN 37-1017405 | Accounting | $6,192 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | 1.46% | -1.32%+2.8pp | -0.67%+2.1pp | 10.56%-9.1pp |
| Employer contribution / active EE | $2,453 | $18,687-86.9% | $31,731-92.3% | $13,643-82.0% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |