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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WESTERN ASSET MAMAGEMENT Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $281,406 |
MERCER3+ years Filed as: PAVILION ADVISORY GROUP, INC. Service code 27 500 W. MADISON STREET, SUITE 2740 · CHICAGO, IL 60661 | Advisory (Plan) | $216,773 |
BMO HARRIS BANK NA3+ years Filed as: BMO Service code 19 · EIN 36-3673844 | Securities Custodian | $205,596 |
JEFFREY HOFF3+ years Service code 30 · EIN 51-6067400 300 S. ASHLAND, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $169,460 |
RIVERBRIDGE PARTNERS3+ years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 28 1200 IDS CENTER · MINNEAPOLIS, MN 55402 | Investment Management | $153,759 |
ANTHONY M PONTARELLI CPA LLC3+ years Filed as: ANTHONY PINELLI Service code 29 53 W. JACKSON BLVD, SUITE 1460 · CHICAGO, IL 60604 | Legal | $140,303 |
ROSANNE LACALAMITA3+ years Service code 30 · EIN 51-6067400 300 S. ASHLAND, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $117,256 |
Service code 28 1330 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Management | $108,734 |
VITECH SYSTEMS GROUP3+ years Filed as: VITECH SYSTEMS GROUP, INC Service code 16 · EIN 13-3785492 401 PARK AVENUE SOUTH · NEW YORK, NY 10016 | Consulting | $95,691 |
CHRISTINE KING3+ years Filed as: CHRISTINE USON Service code 30 · EIN 51-0607400 300 S. ASHLAND AVE, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $82,668 |
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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 | $21,578,776-100.0% | $336,864-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 8.96% | -2.85%+11.8pp | -3.29%+12.2pp | 33.37%-24.4pp |
| Employer contribution / active EE | $16,260 | $7,024+131.5% | $36,762-55.8% | $11,253+44.5% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $6,121-100.0% | $99,113-100.0% |