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| Provider | Service type | Compensation |
|---|---|---|
ZAZOVE ASSOCIATES LLC1+ years Service code 28 · EIN 35-2842558 | Investment Management | $137,496 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $43,333 |
MARY DELANEY CERETTO1+ years Filed as: MARY VANGEL Service code 14 · EIN 51-6113680 | Plan Administrator | $42,155 |
YVONNE KLOOTWYK1+ years Service code 30 · EIN 51-6113680 | Employee (plan); Direct payment from ... | $41,574 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES INC. Service code 11 · EIN 35-2156428 | Actuarial | $38,792 |
Service code 29 · EIN 36-3780998 | Legal | $37,670 |
AMY HERTZ1+ years Filed as: AMY WHITE Service code 30 · EIN 51-6113680 | Employee (plan); Direct payment from ... | $34,421 |
ROBERT PUZA1+ years Service code 14 · EIN 51-6113680 | Plan Administrator | $32,562 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $21,654 |
SWARTZ, RETSON & CO., P.C.1+ years Service code 10 · EIN 35-1509921 | Accounting | $21,500 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 1.49% | 3.49%-2.0pp | 4.16%-2.7pp | 7.18%-5.7pp |
| Employer contribution / active EE | $15,421 | $11,083+39.1% | $29,966-48.5% | $13,095+17.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |