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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 13 · EIN 04-2647786 82 DEVONSHIRE STREET V7D · BOSTON, MA 02109 | Contract Administrator | $714,663 |
GRAFF, BALLAUER & BLANSKI, P.C.1+ years Service code 10 · EIN 36-3331802 TWO NORTHFIELD PLAZA SUITE 200 · NORTHFIELD, IL 60093 | Accounting | $23,424 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 50 SOUTH LA SALLE · CHICAGO, IL 60675 | Securities Custodian | $10,962 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 27 · EIN 36-3485298 180 N. LA SALLE STREET SUITE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $10,000 |
M.O.E. IT SERVICE CORP.1+ years Filed as: M.O.E IT SERVICE CORP Service code 49 · EIN 84-1717287 6150 JOLIET ROAD · COUNTRYSIDE, IL 60525 | Other Services | $9,430 |
Service code 29 200 W. ADAMS STREET, STE 2200 · CHICAGO, IL 60606 | Legal | $5,744 |
PARADIGM INSURANCE GROUP, LLC1+ years Filed as: PARADIGM INSURANCE GROUP LLC Service code 23 1010 JORIE BLVD SUITE 248 · OAK BROOK, IL 60523 | Insurance services | $5,265 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,668 | $93,756-91.8% | $133,975-94.3% | $329,111-97.7% |
| Participation rate | 100.0% | 89.7%+10.3pp | 87.1%+12.9pp | 67.9%+32.1pp |
| Annual return | -2.88% | 20.33%-23.2pp | 29.29%-32.2pp | 16.35%-19.2pp |
| Employer contribution / active EE | $1,789 | $3,619-50.6% | $5,211-65.7% | $2,303-22.3% |
| Participant deferral / active EE | $0 | $5,685-100.0% | $6,282-100.0% | $3,682-100.0% |
| Admin fee / account holder | $59 | $90-33.7% | $9,324-99.4% | $754-92.1% |