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| Provider | Service type | Compensation |
|---|---|---|
ZAZOVE ASSOCIATES LLC3+ years Service code 28 · EIN 35-2842558 | Investment Management | $147,067 |
ROBERT PUZA3+ years Service code 14 · EIN 51-6113680 | Plan Administrator | $65,520 |
YVONNE KLOOTWYK3+ years Service code 30 · EIN 51-6113680 | Direct payment from the plan; Employe... | $45,826 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $44,132 |
AMY HERTZ3+ years Filed as: AMY WHITE Service code 30 · EIN 51-6113680 | Direct payment from the plan; Employe... | $43,517 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES INC. Service code 11 · EIN 35-2156428 | Actuarial | $39,490 |
Service code 29 · EIN 36-3780998 | Legal | $39,017 |
BENESYS, INC.3+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $20,470 |
FIRST MIDWEST BANK2 years Service code 19 · EIN 36-1495255 | Securities Custodian | $13,842 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 8.33% | 1.05%+7.3pp | -752.26%+760.6pp | -0.69%+9.0pp |
| Employer contribution / active EE | $17,469 | $11,363+53.7% | $31,802-45.1% | $16,786+4.1% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |