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| Provider | Service type | Compensation |
|---|---|---|
ZAZOVE ASSOCIATES LLC10+ years Service code 28 · EIN 35-2842558 | Investment Management | $121,156 |
ROBERT PUZA10+ years Service code 14 · EIN 51-6113680 | Plan Administrator | $77,535 |
AMY HERTZ3 years Filed as: AMY GORBY Service code 30 · EIN 51-6113680 | Employee (plan); Direct payment from ... | $62,516 |
SPENCER FANE LLP4 years Filed as: SPENCER RANKIN Service code 30 · EIN 51-6113680 | Employee (plan); Direct payment from ... | $59,678 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $58,500 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES INC. Service code 11 · EIN 35-2156428 | Actuarial | $51,075 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 | Legal | $48,777 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $47,188 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 15 · EIN 52-1796473 | Recordkeeping | $26,634 |
Service code 19 · EIN 36-1729164 | Securities Custodian | $14,765 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $36,224-100.0% | $141,811-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 2.7%-2.7pp |
| Annual return | 10.88% | 9.00%+1.9pp | 9.03%+1.9pp | 8.35%+2.5pp |
| Employer contribution / active EE | $20,164 | $14,409+39.9% | $26,284-23.3% | $17,935+12.4% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $940-100.0% | $200-100.0% |