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| Provider | Service type | Compensation |
|---|---|---|
LEGACY PROFESSIONALS LLP5 years Service code 10 · EIN 32-0043599 | Accounting | $30,923 |
MCGANN KETTERMAN & RIOUX4 years Filed as: MCGANN, KETTERMAN & RIOUX Service code 29 111 E. WACKER DRIVE STE 2600 · CHICAGO, IL 60601 | Legal | $19,567 |
Service code 29 6141 JOLIET ROAD · COUNTRYSIDE, IL 60525 | Legal | $14,287 |
MARQUETTE ASSOCIATES7+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $13,750 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $11,117 |
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $5,270 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,521 | $51,785-44.9% | $112,270-74.6% | $89,433-68.1% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -9.24% | -11.06%+1.8pp | 27.49%-36.7pp | -11.88%+2.6pp |
| Employer contribution / active EE | $3,611 | $3,782-4.5% | $3,635-0.7% | $3,021+19.5% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $15 | $102-85.2% | $6,411-99.8% | $79-81.0% |