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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $66,546 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $23,537 |
MCGANN KETTERMAN & RIOUX1 year Filed as: MCGANN, KETTERMAN & RIOUX Service code 29 111 E. WACKER DRIVE STE 2600 · CHICAGO, IL 60601 | Legal | $13,877 |
Service code 29 6140 JOLIET ROAD · COUNTRYSIDE, IL 60525 | Legal | $13,817 |
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $10,000 |
M.O.E. IT SERVICE CORP.3 years Service code 16 · EIN 84-1717287 | Consulting | $7,315 |
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1975125 | Actuarial | $7,027 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $5,515 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,185 | $49,105-71.1% | $92,916-84.7% | $89,609-84.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | -0.74% | 32.35%-33.1pp | 109.45%-110.2pp | 33.65%-34.4pp |
| Employer contribution / active EE | $2,368 | $3,373-29.8% | $3,654-35.2% | $2,584-8.3% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,238-100.0% | $4,222-100.0% |
| Admin fee / account holder | $16 | $93-82.8% | $5,796-99.7% | $72-77.8% |