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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 | $166,271-72.7% | $107,187-57.6% | $166,271-72.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.0%+25.0pp | 79.1%+20.9pp |
| Annual return | 10.84% | 15.58%-4.7pp | 204.55%-193.7pp | 15.58%-4.7pp |
| Employer contribution / active EE | $4,571 | $4,136+10.5% | $3,782+20.8% | $4,136+10.5% |
| Participant deferral / active EE | $0 | $7,214-100.0% | $5,096-100.0% | $7,214-100.0% |
| Admin fee / account holder | $30 | $445-93.4% | $9,162-99.7% | $445-93.4% |