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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE 1 Service code 30 · EIN 43-1240518 | Direct payment from the plan; Employe... | $115,752 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $110,565 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE 2 Service code 30 · EIN 43-1240518 | Employee (plan); Direct payment from ... | $98,453 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $34,008 |
EKON BENEFITS9+ years Service code 11 · EIN 43-1317863 | Actuarial | $32,700 |
ROMOLO & ASSOCIATES2 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $28,835 |
CONGRESS ASSET MANAGEMENT3 years Service code 27 · EIN 04-2848965 | Advisory (Plan) | $27,809 |
HAMMOND AND SHINNERS, P.C.2 years Filed as: HAMMOND & SHINNERS, PC Service code 27 · EIN 43-1429257 | Advisory (Plan) | $19,241 |
ENTERPRISE BANK & TRUST3 years Filed as: ENTERPRISE TRUST Service code 19 · EIN 43-1472619 | Securities Custodian | $14,529 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES, LL Service code 28 · EIN 20-0292745 | Investment Management | $6,447 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 17.60% | 11.01%+6.6pp | 8.10%+9.5pp | 7.65%+10.0pp |
| Employer contribution / active EE | $13,011 | $13,413-3.0% | $28,649-54.6% | $20,582-36.8% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |