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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $232,846 |
GRAFF, BALLAUER & BLANSKI, P.C.2+ years Service code 10 · EIN 36-3331802 | Accounting | $23,029 |
M.O.E. IT SERVICE CORP.1 year Service code 16 · EIN 84-1717287 | Consulting | $11,611 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $10,000 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $8,311 |
Participant contribution per participant 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 | $10,692 | $54,788-80.5% | $92,240-88.4% | $80,976-86.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 76.5%+23.5pp | 68.3%+31.7pp |
| Annual return | 16.91% | 13.07%+3.8pp | 176.29%-159.4pp | 22.91%-6.0pp |
| Employer contribution / active EE | $1,984 | $3,430-42.2% | $3,680-46.1% | $2,402-17.4% |
| Participant deferral / active EE | $8 | $2,438-99.7% | $3,897-99.8% | $3,848-99.8% |
| Admin fee / account holder | $25 | $96-73.9% | $5,194-99.5% | $67-62.9% |