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| Provider | Service type | Compensation |
|---|---|---|
CAROL NAGY1+ years Filed as: CAROL KAMINSKI Service code 30 · EIN 43-1240518 | Employee (plan) | $67,097 |
MARQUETTE ASSOCIATES1+ years Filed as: MARGUETTE ASSOCIATES Service code 27 · EIN 43-1489435 | Advisory (Plan) | $29,663 |
EKON BENEFITS1+ years Service code 11 · EIN 43-1317863 | Actuarial | $28,340 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $24,850 |
Filed as: SPECTOR WOLFE MCLAUGHLIN LLC Service code 29 · EIN 43-1718339 | Legal | $18,018 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 2.71% | 2.79%-0.1pp | 4.16%-1.4pp | 11.88%-9.2pp |
| Employer contribution / active EE | $14,554 | $10,530+38.2% | $29,966-51.4% | $14,612-0.4% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |