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| Provider | Service type | Compensation |
|---|---|---|
IATSE LOCAL UNION 7801+ years Service code 15 6301 N NORTHWEST HIGHWAY · CHICAGO, IL 60631 | Recordkeeping | $106,637 |
TED WINDSOR & ASSOCIATES1+ years Service code 11 · EIN 36-4374704 | Actuarial | $32,600 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
PAUL T. BERKOWITZ & ASSOC, LTD1+ years Service code 29 · EIN 36-2715011 | Legal | $23,518 |
CALIBRE CPA GROUP PLLC1+ years Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60661 | Accounting | $20,580 |
PAYLOCITY1+ years Service code 49 3850 N WILKE RD · ARLINGTON HEIGHTS, IL 60004 | Other Services | $7,367 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $226,711-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 0.8%-0.8pp |
| Annual return | -0.62% | -1.73%+1.1pp | -1.71%+1.1pp | -0.60%0pp |
| Employer contribution / active EE | $2,718 | $10,238-73.5% | $45,357-94.0% | $12,272-77.9% |
| Participant deferral / active EE | $0 | $0 | $175-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $7,161-100.0% | $717-100.0% |