| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $168,172 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $141,512 |
ANACOMP INC3+ years Service code 49 · EIN 35-1144230 | Other Services | $131,686 |
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $94,851 |
Service code 25 · EIN 81-4017137 | Directed Trustee | $32,755 |
SEYFARTH SHAW LLP3+ years Service code 29 · EIN 36-2152202 | Legal | $19,350 |
CDW DIRECT LLC1 year Service code 49 75 TRI-STATE INTERNATIONAL · LINCOLNSHIRE, IL 60069 | Other Services | $10,552 |
CHIPTON-ROSS1 year Service code 13 · EIN 39-1341435 | Contract Administrator | $10,463 |
OSI CONSULTING INC2 years Service code 16 · EIN 95-4844560 | Consulting | $9,167 |
ENTERPRISE BANK & TRUST1 year Filed as: FUTURE TECH ENTERPRISE INC Service code 50 · EIN 11-3350196 | Direct Payment | $7,057 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,872 | $88,730+37.4% | $82,312+48.1% | $77,958+56.3% |
| Participation rate | 97.6% | 84.5%+13.0pp | 76.9%+20.7pp | 71.6%+25.9pp |
| Annual return | 13.06% | 20.88%-7.8pp | 25.88%-12.8pp | 20.87%-7.8pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $2,428-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $4,634-100.0% | $3,706-100.0% | $3,537-100.0% |
| Admin fee / account holder | $66 | $74-10.8% | $5,608-98.8% | $97-32.3% |