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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $171,931 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $19,362 |
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $10,000 |
M.O.E. IT SERVICE CORP.2 years Service code 16 · EIN 84-1717287 | Consulting | $9,054 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $7,298 |
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 | $13,026 | $49,973-73.9% | $83,831-84.5% | $73,367-82.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.1%+23.9pp | 69.5%+30.5pp |
| Annual return | 10.81% | 0.83%+10.0pp | 850.99%-840.2pp | 173.45%-162.6pp |
| Employer contribution / active EE | $2,176 | $3,293-33.9% | $3,631-40.1% | $2,499-12.9% |
| Participant deferral / active EE | $10 | $2,341-99.6% | $4,082-99.8% | $4,033-99.8% |
| Admin fee / account holder | $19 | $95-79.8% | $5,479-99.6% | $68-71.9% |