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| Provider | Service type | Compensation |
|---|---|---|
CAROL NAGY3+ years Filed as: CAROL KAMINSKI Service code 30 · EIN 43-1240518 | Employee (plan) | $78,199 |
MARQUETTE ASSOCIATES2 years Service code 27 · EIN 43-1489435 | Advisory (Plan) | $64,800 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $30,490 |
EKON BENEFITS3+ years Service code 11 · EIN 43-1317863 | Actuarial | $30,300 |
MATTHEW CASSERLY1 year Filed as: MATTHEW WEBER Service code 30 · EIN 43-1240518 | Employee (plan) | $30,037 |
Filed as: SPECTOR WOLFE MCLAUGHLIN LLC Service code 29 · EIN 43-1718339 | Legal | $15,312 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 1.63% | 1.05%+0.6pp | -752.26%+753.9pp | -0.69%+2.3pp |
| Employer contribution / active EE | $14,924 | $11,363+31.3% | $31,802-53.1% | $16,786-11.1% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |