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| Provider | Service type | Compensation |
|---|---|---|
IATSE LOCAL UNION 7806+ years Service code 15 6301 N NORTHWEST HIGHWAY · CHICAGO, IL 60631 | Recordkeeping | $94,241 |
TED WINDSOR & ASSOCIATES2 years Filed as: TED WINDSOR AND ASSOC Service code 11 · EIN 36-4374704 | Actuarial | $33,000 |
MARQUETTE ASSOCIATES6+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
Service code 29 · EIN 32-0462156 201 BLACKSTONE AVENUE · LAGRANGE, IL 60525 | Legal | $20,000 |
CALIBRE CPA GROUP PLLC6+ years Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60661 | Accounting | $18,466 |
PAYLOCITY6+ years Service code 49 3850 N WILKE RD · ARLINGTON HEIGHTS, IL 60004 | Other Services | $10,105 |
US BANK5 years Service code 19 136 S WASHINGTON · NAPERVILLE, IL 60566 | Securities Custodian | $7,679 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $2,822,362-100.0% | $282,126-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.6%-0.6pp |
| Annual return | -3.15% | 11.02%-14.2pp | 1087.39%-1090.5pp | 11.45%-14.6pp |
| Employer contribution / active EE | $3,029 | $20,468-85.2% | $42,245-92.8% | $17,219-82.4% |
| Participant deferral / active EE | $0 | $991-100.0% | $120-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,639-100.0% | $15,480-100.0% |