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| Provider | Service type | Compensation |
|---|---|---|
RIVERBRIDGE PARTNERS5+ years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 28 1200 IDS CENTER · MINNEAPOLIS, MN 55402 | Investment Management | $220,389 |
MERCER1 year Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $187,917 |
Filed as: WESTERN ASSET MAMAGEMENT Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $178,555 |
JEFFREY HOFF5+ years Service code 30 · EIN 51-6067400 300 S. ASHLAND, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $175,530 |
LANER MUCHIN5+ years Service code 29 515 N. STATE STREET, SUITE 2800 · CHICAGO, IL 60654 | Legal | $163,354 |
Service code 28 1330 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Management | $149,429 |
VITECH SYSTEMS GROUP5+ years Filed as: VITECH SYSTEMS GROUP, INC Service code 16 · EIN 13-3785492 401 PARK AVENUE SOUTH · NEW YORK, NY 10016 | Consulting | $103,600 |
ROSANNE LACALAMITA5+ years Service code 30 · EIN 51-6067400 300 S. ASHLAND, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $102,633 |
CHRISTINE KING5+ years Filed as: CHRISTINE USON Service code 30 · EIN 51-0607400 300 S. ASHLAND AVE, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $93,707 |
LEGACY PROFESSIONALS LLP5+ years Filed as: LEGACY PROFESSIONALS Service code 10 · EIN 32-0043599 311 S. WACKER DRIVE, SUITE 4000 · CHICAGO, IL 60606 | Accounting | $77,027 |
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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 | $0 | $319,634-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 8.20% | 12.86%-4.7pp | 175.18%-167.0pp | 12.86%-4.7pp |
| Employer contribution / active EE | $13,373 | $13,687-2.3% | $38,590-65.3% | $13,687-2.3% |
| Participant deferral / active EE | $0 | $833-100.0% | $8-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $3,298-100.0% | - |