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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 84-3937993 | Investment Management | $210,902 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $162,156 |
MARY MCMULLIN7+ years Service code 30 · EIN 51-6033290 | Employee (plan) | $110,895 |
GREAT LAKES ADVISORS, LLC7+ years Service code 28 · EIN 80-0292839 | Investment Management | $91,519 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $82,000 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $55,510 |
Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $52,796 |
JOHNSON & KROL, LLC7+ years Service code 29 · EIN 36-4342024 | Legal | $49,099 |
BASYS7+ years Filed as: BASYS, INC. Service code 49 · EIN 52-1796473 | Other Services | $37,468 |
JAMES A. REICHERT7+ years Filed as: JAMES KLEMME Service code 10 8159 W. BRYN MAWR AVE. · CHICAGO, IL 60631 | Accounting | $32,490 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 14.61% | 24.46%-9.8pp | 11.08%+3.5pp | 13.24%+1.4pp |
| Employer contribution / active EE | $17,248 | $11,981+44.0% | $28,418-39.3% | $14,616+18.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |