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| Provider | Service type | Compensation |
|---|---|---|
OAKBROOK INVESTMENTS, LLC2+ years Filed as: OAKBROOK INVESTMENTS Service code 28 · EIN 36-4211742 701 WARRENVILLE RD., SUITE 335 · LISLE, IL 60532 | Investment Management | $41,196 |
SAWGRASS ASSET MANAGEMENT2+ years Service code 28 · EIN 59-3488505 1579 THE GREENS WAY, SUITE 20 · JACKSONVILLE BEACH, FL 32250 | Investment Management | $31,165 |
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Filed as: ZIEGLER CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 70 WEST MADISON STREET STE 2400 · CHICAGO, IL 60602 | Investment Management | $30,017 |
STANDARD VALUATIONS2+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE SOUTH, STE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $24,000 |
SOUTHERN BENEFIT ADMINISTRATORS2+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $21,056 |
VENABLE LAW FIRM2+ years Service code 29 · EIN 59-1824267 7402 N 56TH STREET STE 380 · TAMPA, FL 33637 | Legal | $18,891 |
STEVEN D EISENBERG CPA PA2+ years Filed as: STEVEN D EISENBERG CPA,PA Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $11,871 |
Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 312 CENTRAL AVENUE · MINNEAPOLIS, MN 55414 | Securities Custodian | $7,472 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $80,354-100.0% | $133,975-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.1%-87.1pp | 71.1%-71.1pp |
| Annual return | 8.36% | 13.11%-4.8pp | 29.29%-20.9pp | 48.65%-40.3pp |
| Employer contribution / active EE | $1,809 | $3,503-48.4% | $5,211-65.3% | $2,182-17.1% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |