Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ZAZOVE ASSOCIATES LLC4+ years Service code 28 · EIN 35-2842558 | Investment Management | $147,352 |
ROBERT PUZA4+ years Service code 14 · EIN 51-6113680 | Plan Administrator | $65,004 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES INC. Service code 11 · EIN 35-2156428 | Actuarial | $46,482 |
YVONNE KLOOTWYK4+ years Service code 30 · EIN 51-6113680 | Employee (plan); Direct payment from ... | $46,424 |
AMY HERTZ4+ years Filed as: AMY WHITE Service code 30 · EIN 51-6113680 | Employee (plan); Direct payment from ... | $44,146 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $42,500 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $27,092 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $24,829 |
BENESYS, INC.4+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $20,384 |
FIRST MIDWEST BANK3 years Service code 19 · EIN 36-1495255 | Securities Custodian | $14,240 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 4.73% | 10.27%-5.5pp | 10.56%-5.8pp | 53.27%-48.5pp |
| Employer contribution / active EE | $18,425 | $12,273+50.1% | $30,197-39.0% | $14,774+24.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |