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| Provider | Service type | Compensation |
|---|---|---|
IATSE LOCAL UNION 7803+ years Service code 15 6301 N NORTHWEST HIGHWAY · CHICAGO, IL 60631 | Recordkeeping | $83,884 |
TED WINDSOR & ASSOCIATES3+ years Service code 11 · EIN 36-4374704 | Actuarial | $33,788 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
PAUL T. BERKOWITZ & ASSOC, LTD3+ years Service code 29 · EIN 36-2715011 | Legal | $23,465 |
CALIBRE CPA GROUP PLLC3+ years Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60661 | Accounting | $18,725 |
GLOBENET1 year Service code 15 200 E LAS OLAS BLVD, SUITE 1700 · FT LAUDERDALE, FL 33301 | Recordkeeping | $8,925 |
PAYLOCITY3+ years Service code 49 3850 N WILKE RD · ARLINGTON HEIGHTS, IL 60004 | Other Services | $7,998 |
US BANK2 years Service code 19 136 S WASHINGTON · NAPERVILLE, IL 60566 | Securities Custodian | $6,098 |
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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 | $55,945-100.0% | $260,109-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 43.2%-43.2pp | 1.9%-1.9pp |
| Annual return | 12.86% | 14.13%-1.3pp | 8.93%+3.9pp | 23.90%-11.0pp |
| Employer contribution / active EE | $2,841 | $10,974-74.1% | $43,470-93.5% | $16,539-82.8% |
| Participant deferral / active EE | $0 | $902-100.0% | $223-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,081-100.0% | $1,225-100.0% | $18,975-100.0% |