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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4+ years Filed as: ZENITH-AMERICAN SOLUTIONS Service code 13 · EIN 52-1590516 | Contract Administrator | $95,248 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: INTECH ENHANCED PLUS FUND LLC Service code 28 · EIN 20-0780118 | Investment Management | $74,603 |
SCHUCHAT, COOK & WERNER4+ years Service code 29 · EIN 43-0736301 | Legal | $56,951 |
EKON BENEFITS4+ years Service code 11 · EIN 43-1317863 | Actuarial | $28,750 |
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 80-0618452 | Investment Management | $23,129 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 21 · EIN 04-2453734 | Bank Trustee | $20,143 |
BANK OF EDWARDSVILLE4+ years Service code 19 · EIN 37-0259190 | Securities Custodian | $7,500 |
MICHAEL CUMMINS, CPA, P.C.4+ years Filed as: MICHAEL CUMMINS CPA PC Service code 10 · EIN 43-1555780 | Accounting | $5,300 |
BARNES MIDTOWN1 year Service code 27 · EIN 43-1324103 | Advisory (Plan) | $5,156 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 6.47% | 10.27%-3.8pp | 10.56%-4.1pp | 53.27%-46.8pp |
| Employer contribution / active EE | $18,953 | $12,273+54.4% | $30,197-37.2% | $14,774+28.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |