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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON3+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $165,013 |
TRI-STATE ADMINISTRATORS INC3+ years Service code 13 · EIN 22-3478819 | Contract Administrator | $100,543 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $45,925 |
Filed as: O'BRIEN, BELLAND & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $28,818 |
AMALGAMATED BANK3+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $14,359 |
Filed as: BRADY, MCGUIRE & STEINBERG PC Service code 29 · EIN 13-4089943 | Legal | $10,350 |
Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $6,200 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $233,564-100.0% | $42,250-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.8%-18.8pp | - |
| Annual return | 3.95% | 28.83%-24.9pp | 7.25%-3.3pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $33,137-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $159-100.0% | - |