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| Provider | Service type | Compensation |
|---|---|---|
IATSE LOCAL UNION 7805+ years Service code 15 6301 N NORTHWEST HIGHWAY · CHICAGO, IL 60631 | Recordkeeping | $80,765 |
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
TED WINDSOR & ASSOCIATES1 year Filed as: TED WINDSOR AND ASSOC Service code 11 · EIN 36-4374704 | Actuarial | $30,000 |
PAUL T. BERKOWITZ & ASSOC, LTD5+ years Service code 29 · EIN 36-2715011 | Legal | $21,510 |
CALIBRE CPA GROUP PLLC5+ years Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60661 | Accounting | $19,130 |
PAYLOCITY5+ years Service code 49 3850 N WILKE RD · ARLINGTON HEIGHTS, IL 60004 | Other Services | $10,185 |
US BANK4 years Service code 19 136 S WASHINGTON · NAPERVILLE, IL 60566 | Securities Custodian | $7,152 |
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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 | $3,370,408-100.0% | $179,713-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 1.2%-1.2pp |
| Annual return | 16.74% | 13.75%+3.0pp | 8.22%+8.5pp | 53.27%-36.5pp |
| Employer contribution / active EE | $2,983 | $13,858-78.5% | $46,636-93.6% | $14,774-79.8% |
| Participant deferral / active EE | $0 | $476-100.0% | $1,719-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,392-100.0% | $13,289-100.0% |