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| Provider | Service type | Compensation |
|---|---|---|
IATSE LOCAL UNION 7808+ years Service code 15 6301 N NORTHWEST HIGHWAY · CHICAGO, IL 60631 | Recordkeeping | $101,563 |
TED WINDSOR & ASSOCIATES4 years Filed as: TED WINDSOR AND ASSOC Service code 11 · EIN 36-4374704 | Actuarial | $48,375 |
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
CALIBRE CPA GROUP PLLC8+ years Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60661 | Accounting | $23,585 |
GARY E. GROSS LAW OFFICES3 years Service code 29 · EIN 32-0462156 201 BLACKSTONE AVENUE · LAGRANGE, IL 60525 | Legal | $20,000 |
PAYLOCITY8+ years Service code 49 3850 N WILKE RD · ARLINGTON HEIGHTS, IL 60004 | Other Services | $12,217 |
US BANK7 years Service code 19 136 S WASHINGTON · NAPERVILLE, IL 60566 | Securities Custodian | $7,777 |
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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 | $164,233-100.0% | $447,195-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 0.0%0pp |
| Annual return | -13.21% | 2.77%-16.0pp | -11.06%-2.2pp | 2.77%-16.0pp |
| Employer contribution / active EE | $3,937 | $15,262-74.2% | $55,362-92.9% | $15,262-74.2% |
| Participant deferral / active EE | $0 | $691-100.0% | $26-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $3,572-100.0% | $1,015-100.0% |