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| Provider | Service type | Compensation |
|---|---|---|
IATSE LOCAL UNION 7804+ years Service code 15 6301 N NORTHWEST HIGHWAY · CHICAGO, IL 60631 | Recordkeeping | $71,767 |
TED WINDSOR & ASSOCIATES4+ years Service code 11 · EIN 36-4374704 | Actuarial | $31,725 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
PAUL T. BERKOWITZ & ASSOC, LTD4+ years Service code 29 · EIN 36-2715011 | Legal | $23,865 |
CALIBRE CPA GROUP PLLC4+ years Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60661 | Accounting | $20,510 |
PAYLOCITY4+ years Service code 49 3850 N WILKE RD · ARLINGTON HEIGHTS, IL 60004 | Other Services | $8,971 |
US BANK3 years Service code 19 136 S WASHINGTON · NAPERVILLE, IL 60566 | Securities Custodian | $6,769 |
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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 | $66,477-100.0% | $171,071-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 13.7%-13.7pp | 37.4%-37.4pp | 1.8%-1.8pp |
| Annual return | -5.44% | -3.07%-2.4pp | -3.19%-2.2pp | 0.19%-5.6pp |
| Employer contribution / active EE | $2,796 | $12,239-77.2% | $48,658-94.3% | $13,763-79.7% |
| Participant deferral / active EE | $0 | $458-100.0% | $273-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $1,160-100.0% | $5,129-100.0% | $426-100.0% |