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| Provider | Service type | Compensation |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT3 years Filed as: ATLANTA CAPITAL MANAGEMENT INV Service code 28 · EIN 58-2236910 | Investment Management | $442,945 |
LPL FINANCIAL1 year Service code 28 · EIN 95-2834236 | Investment Management | $142,458 |
Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $140,952 |
LAPADULA CARLSON & CO2 years Service code 10 · EIN 65-0292391 | Accounting | $67,658 |
CHICAGO EQUITY PARTNERS2 years Filed as: CHICAGO EQUITY PARTNERS LLC Service code 28 · EIN 36-4338679 | Investment Management | $62,849 |
BMO HARRIS BANK NA2 years Service code 28 · EIN 36-2085229 | Investment Management | $39,096 |
BAAB & DENNISON LLP5+ years Service code 29 · EIN 75-2344325 | Legal | $38,155 |
GAMCO ASSET MANAGEMENT3 years Filed as: GAMCO ASSET MANAGEMENT INC Service code 28 · EIN 13-4044521 | Investment Management | $21,590 |
ALBERT LEVY, P.C.3 years Filed as: ALBERT LEVY PC Service code 29 · EIN 75-2653991 | Legal | $13,860 |
FRINGE BENEFIT CONSULTING5+ years Service code 11 · EIN 46-0586731 | Actuarial | $7,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $67,598-100.0% | $75,901-100.0% | $77,775-100.0% |
| Participation rate | 0.0% | 69.6%-69.6pp | 69.3%-69.3pp | 73.2%-73.2pp |
| Annual return | 22.37% | 23.18%-0.8pp | 30.76%-8.4pp | 32.58%-10.2pp |
| Employer contribution / active EE | $3,535 | $2,430+45.5% | $2,501+41.3% | $2,504+41.2% |
| Participant deferral / active EE | $1,075 | $3,502-69.3% | $3,603-70.2% | $3,966-72.9% |
| Admin fee / account holder | $0 | $96-100.0% | $5,420-100.0% | $100-100.0% |