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| Provider | Service type | Compensation |
|---|---|---|
RIDGE RETIREMENT CONSULTANTS LLC3+ years Filed as: RIDGE CAPITAL MANAGEMENT Service code 28 · EIN 27-5459286 | Investment Management | $805,567 |
RGM CAPITAL, LLC1 year Filed as: RGM CAPITAL - RGM WILLOW PARK Service code 28 · EIN 06-1685711 | Investment Management | $234,615 |
KILLIAN ASSET MANAGEMENT CORP3+ years Filed as: KILLIAN ASSET MANAGEMENT CORP. Service code 28 · EIN 80-0618452 | Investment Management | $154,450 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $138,968 |
CJBS, LLC2 years Service code 10 · EIN 36-3524803 | Accounting | $132,575 |
MIDWEST MECHANICAL3+ years Service code 49 · EIN 26-0142416 | Other Services | $131,250 |
A-1 CONTRACTORS, INC.2 years Service code 49 · EIN 36-3707781 | Other Services | $113,100 |
Service code 49 · EIN 59-3726041 | Other Services | $110,833 |
DEARBORN PARTNERS3+ years Service code 27 · EIN 36-4145621 | Advisory (Plan) | $93,128 |
CHARLES PASTORE3+ years Service code 30 · EIN 51-6040136 | Employee (plan) | $93,105 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,026,966-100.0% | $336,864-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 1.8%-1.8pp |
| Annual return | 8.47% | -1.65%+10.1pp | -3.29%+11.8pp | 0.19%+8.3pp |
| Employer contribution / active EE | $7,774 | $15,083-48.5% | $36,762-78.9% | $13,763-43.5% |
| Participant deferral / active EE | $0 | $32-100.0% | $11-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $6,121-100.0% | $426-100.0% |