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| Provider | Service type | Compensation |
|---|---|---|
RGM CAPITAL, LLC1 year Filed as: RGM CAPITAL-RGM WILLOW PARK Service code 28 · EIN 06-1685711 | Investment Management | $230,175 |
RIDGE RETIREMENT CONSULTANTS LLC2+ years Filed as: RIDGE CAPITAL MANAGEMENT Service code 28 · EIN 27-5459286 | Investment Management | $230,175 |
KILLIAN ASSET MANAGEMENT CORP2+ years Filed as: KILLIAN ASSET MANAGEMENT CORP. Service code 28 · EIN 80-0618452 | Investment Management | $147,019 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $130,336 |
CJBS, LLC1 year Service code 10 · EIN 36-3524803 | Accounting | $93,915 |
DEARBORN PARTNERS2+ years Service code 27 · EIN 36-4145621 | Advisory (Plan) | $82,785 |
CHARLES PASTORE2+ years Service code 30 · EIN 51-6040136 | Employee (plan) | $76,697 |
Service code 10 · EIN 30-0510353 | Accounting | $75,000 |
CHICAGO EQUITY PARTNERS1 year Filed as: CHICAGO CAPITAL MANAGEMENT Service code 27 311 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $74,066 |
Filed as: CARMELL CHARONE ET AL Service code 29 · EIN 36-2738528 | Legal | $69,270 |
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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 | $1,723,788-100.0% | $350,496-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 1.9%-1.9pp |
| Annual return | 9.49% | 11.05%-1.6pp | 12.88%-3.4pp | 23.90%-14.4pp |
| Employer contribution / active EE | $7,212 | $15,936-54.7% | $40,010-82.0% | $16,539-56.4% |
| Participant deferral / active EE | $0 | $41-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,226-100.0% | $18,975-100.0% |