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| Provider | Service type | Compensation |
|---|---|---|
LEGACY PROFESSIONALS LLP8 years Service code 10 · EIN 32-0043599 | Accounting | $45,643 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-2647786 | Contract Administrator | $30,852 |
Service code 29 6141 JOLIET ROAD · COUNTRYSIDE, IL 60525 | Legal | $26,507 |
M.O.E. IT SERVICE CORP.9 years Service code 49 · EIN 84-1717287 | Other Services | $15,100 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $15,000 |
BOND BROTHERS2 years Service code 36 7826 47TH STREET · LYONS, IL 60534 | Copying and duplicating | $10,549 |
MCGANN KETTERMAN & RIOUX7 years Filed as: MCGANN, KETTERMAN & RIOUX Service code 29 111 E. WACKER DRIVE STE 2600 · CHICAGO, IL 60601 | Legal | $6,153 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,467 | $165,320-72.5% | $119,126-61.8% | $165,320-72.5% |
| Participation rate | 100.0% | 81.8%+18.2pp | 75.8%+24.2pp | 81.8%+18.2pp |
| Annual return | 10.84% | 12.93%-2.1pp | 282.11%-271.3pp | 12.93%-2.1pp |
| Employer contribution / active EE | $4,571 | $4,428+3.2% | $4,034+13.3% | $4,428+3.2% |
| Participant deferral / active EE | $0 | $7,228-100.0% | $5,318-100.0% | $7,228-100.0% |
| Admin fee / account holder | $30 | $137-78.5% | $10,693-99.7% | $137-78.5% |