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| Provider | Service type | Compensation |
|---|---|---|
ZAZOVE ASSOCIATES LLC2+ years Service code 28 · EIN 35-2842558 | Investment Management | $133,881 |
ROBERT PUZA2+ years Service code 14 · EIN 51-6113680 | Plan Administrator | $57,136 |
YVONNE KLOOTWYK2+ years Service code 30 · EIN 51-6113680 | Direct payment from the plan; Employe... | $44,099 |
AMY HERTZ2+ years Filed as: AMY WHITE Service code 30 · EIN 51-6113680 | Direct payment from the plan; Employe... | $41,891 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $41,107 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
Service code 29 · EIN 36-3780998 | Legal | $37,236 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES INC. Service code 11 · EIN 35-2156428 | Actuarial | $37,071 |
BENESYS, INC.2+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $21,717 |
FIRST MIDWEST BANK1 year Service code 19 · EIN 36-1495255 | Securities Custodian | $10,643 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 12.70% | 11.09%+1.6pp | 8.32%+4.4pp | 13.95%-1.2pp |
| Employer contribution / active EE | $16,347 | $10,980+48.9% | $30,793-46.9% | $16,598-1.5% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |