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| Provider | Service type | Compensation |
|---|---|---|
LEGACY PROFESSIONALS LLP6 years Service code 10 · EIN 32-0043599 | Accounting | $36,922 |
Service code 29 6141 JOLIET ROAD · COUNTRYSIDE, IL 60525 | Legal | $23,268 |
MARQUETTE ASSOCIATES8+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $15,000 |
MCGANN KETTERMAN & RIOUX5 years Filed as: MCGANN, KETTERMAN & RIOUX Service code 29 111 E. WACKER DRIVE STE 2600 · CHICAGO, IL 60601 | Legal | $12,568 |
M.O.E. IT SERVICE CORP.7 years Service code 49 · EIN 84-1717287 | Other Services | $12,543 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $11,950 |
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 | $30,302 | $55,730-45.6% | $96,543-68.6% | $96,393-68.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 74.3%+25.7pp | 71.3%+28.7pp |
| Annual return | 0.79% | 12.78%-12.0pp | 35.75%-35.0pp | 22.88%-22.1pp |
| Employer contribution / active EE | $3,897 | $4,014-2.9% | $3,741+4.2% | $3,239+20.3% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $28 | $105-73.3% | $6,737-99.6% | $74-61.8% |