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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: PAVILION ADVISORY GROUP, INC. Service code 27 500 W. MADISON STREET, SUITE 2740 · CHICAGO, IL 60661 | Advisory (Plan) | $213,014 |
RIVERBRIDGE PARTNERS1+ years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 28 1200 IDS CENTER · MINNEAPOLIS, MN 55402 | Investment Management | $176,535 |
JEFFREY HOFF1+ years Service code 30 · EIN 51-6067400 300 S. ASHLAND, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $141,708 |
BMO HARRIS BANK NA1+ years Filed as: BMO Service code 19 · EIN 36-3673844 | Securities Custodian | $122,852 |
VITECH SYSTEMS GROUP1+ years Filed as: VITECH SYSTEMS GROUP, INC Service code 16 · EIN 13-3785492 401 PARK AVENUE SOUTH · NEW YORK, NY 10016 | Consulting | $110,089 |
ANTHONY M PONTARELLI CPA LLC1+ years Filed as: ANTHONY PINELLI Service code 29 53 W. JACKSON BLVD, SUITE 1460 · CHICAGO, IL 60604 | Legal | $102,754 |
ROSANNE LACALAMITA1+ years Service code 30 · EIN 51-6067400 300 S. ASHLAND, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $81,519 |
HARTMAN & ASSOCIATES1+ years Service code 11 · EIN 32-0000497 29 S. LASALLE STREET, SUITE 735 · CHICAGO, IL 60603 | Actuarial | $68,598 |
LEGACY PROFESSIONALS LLP1+ years Filed as: LEGACY PROFESSIONALS Service code 10 · EIN 32-0043599 311 S. WACKER DRIVE, SUITE 4000 · CHICAGO, IL 60606 | Accounting | $65,668 |
LANER MUCHIN1+ years Service code 29 · EIN 36-3088463 515 N. STATE STREET, SUITE 2800 · CHICAGO, IL 60654 | Legal | $58,870 |
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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 | $381,942,733-100.0% | $322,681-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 4.30% | 5.96%-1.7pp | 4.07%+0.2pp | 9.19%-4.9pp |
| Employer contribution / active EE | $16,695 | $13,653+22.3% | $36,235-53.9% | $12,608+32.4% |
| Participant deferral / active EE | $0 | $0 | $215-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $7,128-100.0% | $2,655,710-100.0% |