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| Provider | Service type | Compensation |
|---|---|---|
HARTMAN & ASSOCIATES1+ years Service code 11 · EIN 32-0000497 29 S. LASALLE STREET, SUITE 735 · CHICAGO, IL 60603 | Actuarial | $56,618 |
LANER MUCHIN1+ years Service code 29 · EIN 36-3088463 515 N. STATE STREET, SUITE 2800 · CHICAGO, IL 60654 | Legal | $55,478 |
LEGACY PROFESSIONALS LLP1+ years Filed as: LEGACY PROFESSIONALS, LLP Service code 10 · EIN 32-0043599 311 S. WACKER DRIVE, SUITE 4000 · CHICAGO, IL 60606 | Accounting | $55,097 |
ANTHONY M PONTARELLI CPA LLC1+ years Filed as: ANTHONY PINELLI Service code 29 53 W. JACKSON BLVD, SUITE 1460 · CHICAGO, IL 60604 | Legal | $54,500 |
JEFFREY HOFF1+ years Service code 30 · EIN 51-6067407 300 S. ASHLAND AVE · CHICAGO, IL 60607 | Employee (plan) | $51,164 |
MERCER1+ years Filed as: PAVILION ADVISORY GROUP, INC Service code 27 500 W. MADISON STREET, SUITE 2740 · CHICAGO, IL 60661 | Advisory (Plan) | $26,713 |
BMO HARRIS BANK NA1+ years Filed as: BMO TRUST AND CUSTODY SERVICES Service code 19 115 S. LA SALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $25,864 |
MARY DELANEY CERETTO1+ years Service code 30 · EIN 51-6067407 | Employee (plan) | $25,216 |
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 | $21,645 |
RIVERBRIDGE PARTNERS1+ years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 28 1200 IDS CENTER · MINNEAPOLIS, MN 55402 | Investment Management | $18,628 |
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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 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 85.29% | 7.64%+77.7pp | 7.98%+77.3pp | 11.88%+73.4pp |
| Employer contribution / active EE | $9,321 | $10,406-10.4% | $23,724-60.7% | $14,612-36.2% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |