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| Provider | Service type | Compensation |
|---|---|---|
ZAZOVE ASSOCIATES LLC7+ years Service code 28 · EIN 35-2842558 | Investment Management | $112,524 |
ROBERT PUZA7+ years Service code 14 · EIN 51-6113680 | Plan Administrator | $69,373 |
AMY HERTZ7+ years Filed as: AMY WHITE Service code 30 · EIN 51-6113680 | Direct payment from the plan; Employe... | $55,743 |
SPENCER FANE LLP1 year Filed as: SPENCER RANKIN Service code 30 · EIN 51-6113680 | Employee (plan); Direct payment from ... | $53,650 |
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $49,833 |
BENESYS, INC.7+ years Filed as: UNITED ACTUARIAL SERVICES INC. Service code 11 · EIN 35-2156428 | Actuarial | $42,500 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $39,306 |
ASCENSUS LLC4 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $36,001 |
BENESYS, INC.7+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $23,308 |
FIRST MIDWEST BANK6 years Service code 19 · EIN 36-1495255 | Securities Custodian | $14,133 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -8.52% | -6.78%-1.7pp | -5.84%-2.7pp | 39.77%-48.3pp |
| Employer contribution / active EE | $19,066 | $13,335+43.0% | $31,839-40.1% | $19,959-4.5% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |