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| Provider | Service type | Compensation |
|---|---|---|
MCGANN KETTERMAN & RIOUX3 years Filed as: MCGANN, KETTERMAN & RIOUX Service code 29 111 E. WACKER DRIVE STE 2600 · CHICAGO, IL 60601 | Legal | $27,137 |
LEGACY PROFESSIONALS LLP4 years Service code 10 · EIN 32-0043599 | Accounting | $21,222 |
Service code 29 6140 JOLIET ROAD · COUNTRYSIDE, IL 60525 | Legal | $14,204 |
MARQUETTE ASSOCIATES6+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $10,000 |
M.O.E. IT SERVICE CORP.5 years Service code 16 · EIN 84-1717287 | Consulting | $6,538 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $5,347 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,512 | $65,673-55.1% | $109,191-73.0% | $106,520-72.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 75.9%+24.1pp | 71.3%+28.7pp |
| Annual return | 39.15% | 15.69%+23.5pp | 25.76%+13.4pp | 19.28%+19.9pp |
| Employer contribution / active EE | $3,298 | $4,042-18.4% | $3,723-11.4% | $2,840+16.1% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $14 | $107-87.4% | $6,756-99.8% | $75-81.9% |