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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Filed as: PAVILION ADVISORY GROUP, INC. Service code 27 500 W. MADISON STREET, SUITE 2740 · CHICAGO, IL 60661 | Advisory (Plan) | $207,500 |
Filed as: WESTERN ASSET MAMAGEMENT Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $176,228 |
JEFFREY HOFF4+ years Service code 30 · EIN 51-6067400 300 S. ASHLAND, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $174,118 |
LANER MUCHIN4+ years Service code 29 515 N. STATE STREET, SUITE 2800 · CHICAGO, IL 60654 | Legal | $171,071 |
RIVERBRIDGE PARTNERS4+ years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 28 1200 IDS CENTER · MINNEAPOLIS, MN 55402 | Investment Management | $170,196 |
ROSANNE LACALAMITA4+ years Service code 30 · EIN 51-6067400 300 S. ASHLAND, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $110,746 |
Service code 28 1330 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Management | $107,834 |
VITECH SYSTEMS GROUP4+ years Filed as: VITECH SYSTEMS GROUP, INC Service code 16 · EIN 13-3785492 401 PARK AVENUE SOUTH · NEW YORK, NY 10016 | Consulting | $105,094 |
BMO HARRIS BANK NA1 year Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3673844 | Investment Management | $98,165 |
ANTHONY M PONTARELLI CPA LLC4+ years Filed as: ANTHONY PINELLI Service code 29 53 W. JACKSON BLVD, SUITE 1460 · CHICAGO, IL 60604 | Legal | $86,961 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $286,273-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 0.0%0pp |
| Annual return | -2.19% | 15.89%-18.1pp | 10.78%-13.0pp | 21.83%-24.0pp |
| Employer contribution / active EE | $15,383 | $10,104+52.2% | $41,857-63.2% | $12,237+25.7% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $83,605-100.0% | $1,551,325-100.0% |