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| Provider | Service type | Compensation |
|---|---|---|
ZAZOVE ASSOCIATES LLC5+ years Service code 28 · EIN 35-2842558 | Investment Management | $117,264 |
ROBERT PUZA5+ years Service code 14 · EIN 51-6113680 | Plan Administrator | $66,237 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $47,948 |
YVONNE KLOOTWYK5+ years Service code 30 · EIN 51-6113680 | Employee (plan); Direct payment from ... | $47,825 |
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $47,500 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES INC. Service code 11 · EIN 35-2156428 | Actuarial | $46,950 |
AMY HERTZ5+ years Filed as: AMY WHITE Service code 30 · EIN 51-6113680 | Employee (plan); Direct payment from ... | $45,729 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $32,804 |
BENESYS, INC.5+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $19,839 |
FIRST MIDWEST BANK4 years Service code 19 · EIN 36-1495255 | Securities Custodian | $14,058 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 2.33% | 6.41%-4.1pp | 8.01%-5.7pp | 11.45%-9.1pp |
| Employer contribution / active EE | $16,893 | $11,592+45.7% | $29,475-42.7% | $17,219-1.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |