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| Provider | Service type | Compensation |
|---|---|---|
IATSE LOCAL UNION 7802+ years Service code 15 6301 N NORTHWEST HIGHWAY · CHICAGO, IL 60631 | Recordkeeping | $107,388 |
TED WINDSOR & ASSOCIATES2+ years Service code 11 · EIN 36-4374704 | Actuarial | $37,950 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
CALIBRE CPA GROUP PLLC2+ years Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60661 | Accounting | $29,151 |
PAUL T. BERKOWITZ & ASSOC, LTD2+ years Service code 29 · EIN 36-2715011 | Legal | $23,465 |
PAYLOCITY2+ years Service code 49 3850 N WILKE RD · ARLINGTON HEIGHTS, IL 60004 | Other Services | $6,551 |
US BANK1 year Service code 19 136 S WASHINGTON · NAPERVILLE, IL 60566 | Securities Custodian | $5,210 |
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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 | $32,487-100.0% | $115,507-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 38.4%-38.4pp | 42.8%-42.8pp | 1.8%-1.8pp |
| Annual return | 6.17% | 5.83%+0.3pp | 4.07%+2.1pp | 7.18%-1.0pp |
| Employer contribution / active EE | $2,867 | $11,683-75.5% | $45,149-93.6% | $13,095-78.1% |
| Participant deferral / active EE | $0 | $900-100.0% | $92-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $203,571-100.0% | $362-100.0% |