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| Provider | Service type | Compensation |
|---|---|---|
IATSE LOCAL UNION 7809+ years Service code 15 6301 N NORTHWEST HIGHWAY · CHICAGO, IL 60631 | Recordkeeping | $125,762 |
TED WINDSOR & ASSOCIATES5 years Filed as: TED WINDSOR AND ASSOC Service code 11 · EIN 36-4374704 | Actuarial | $29,300 |
CALIBRE CPA GROUP PLLC9+ years Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60661 | Accounting | $20,434 |
GARY E. GROSS LAW OFFICES4 years Service code 29 · EIN 32-0462156 201 BLACKSTONE AVENUE · LAGRANGE, IL 60525 | Legal | $20,000 |
MARQUETTE ASSOCIATES9+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $15,000 |
PAYLOCITY9+ years Service code 49 3850 N WILKE RD · ARLINGTON HEIGHTS, IL 60004 | Other Services | $13,667 |
US BANK8 years Service code 19 136 S WASHINGTON · NAPERVILLE, IL 60566 | Securities Custodian | $8,453 |
MERRIL LYNCH1 year Service code 27 33 W MONROE ST · CHICAGO, IL 60603 | Advisory (Plan) | $6,541 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $339,002-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 39.1%-39.1pp | 2.2%-2.2pp |
| Annual return | 8.19% | 9.11%-0.9pp | 12.78%-4.6pp | 9.11%-0.9pp |
| Employer contribution / active EE | $4,001 | $12,231-67.3% | $44,816-91.1% | $12,231-67.3% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $33-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,002-100.0% | $125-100.0% |