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| Provider | Service type | Compensation |
|---|---|---|
CAROL NAGY2+ years Filed as: CAROL KAMINSKI Service code 30 · EIN 43-1240518 | Employee (plan) | $69,479 |
MARQUETTE ASSOCIATES1 year Service code 27 · EIN 43-1489435 | Advisory (Plan) | $31,280 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $30,755 |
EKON BENEFITS2+ years Service code 11 · EIN 43-1317863 | Actuarial | $28,340 |
Filed as: SPECTOR WOLFE MCLAUGHLIN LLC Service code 29 · EIN 43-1718339 | Legal | $9,119 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 15.77% | 11.09%+4.7pp | 8.32%+7.4pp | 13.95%+1.8pp |
| Employer contribution / active EE | $14,780 | $10,980+34.6% | $30,793-52.0% | $16,598-10.9% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |