Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIMEO SCHNEIDER & ASSOC. Service code 17 · EIN 36-4001764 500 W MADISON AVENUE · CHICAGO, IL 60661 | Pension Consulting | $114,645 |
BENEFITS MANAGEMENT GROUP, INC.1+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 13 · EIN 20-0188125 1520 KENSINGTON SUITE 200 · OAK BROOK, IL 60523 | Contract Administrator | $84,291 |
Filed as: QUEST INVESTMENT MANAGEMENT, INC Service code 27 · EIN 93-0880854 ONE SW COLUMBIA SUITE 1100 · PORTLAND, OR 97258 | Advisory (Plan) | $33,459 |
JAMES V GALLERY AND ASSOCIATES1+ years Filed as: JAMES V. GALLERY AND ASSOC. Service code 17 · EIN 20-0188135 1520 KENSINGTON SUITE 200 · OAK BROOK, IL 60523 | Pension Consulting | $30,000 |
O'SULLIVAN ASSOCIATES1+ years Filed as: O'SULLIVAN & ASSOCIATES Service code 11 · EIN 20-8199367 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $27,300 |
NATIONAL INVESTMENT SERVICES1+ years Service code 28 · EIN 80-0169636 777 EAST WISCONSIN AVE STE 2350 · MILWAUKEE, WI 53202 | Investment Management | $22,900 |
CALIBRE CPA GROUP PLLC1+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 566 W LAKE STREET, SUITE 300 · CHICAGO, IL 60661 | Accounting | $20,476 |
OBERWEIS ASSET MANAGEMENT INC1+ years Filed as: OBERWEIS ASSET MANAGEMENT Service code 51 · EIN 36-3668290 3333 WARRENVILLE ROAD SUITE 500 · LISLE, IL 60532 | Investment Mgmt Fees | $16,041 |
GREGORIO MARCO1+ years Filed as: GREGORIO & ASSOCIATES Service code 29 · EIN 36-4028033 2 N LASALLE STREET STE 1650 · CHICAGO, IL 60602 | Legal | $13,527 |
Filed as: JB INVESTMENT MANAGEMENT LLC Service code 28 · EIN 61-1550321 13890 BISHOPS DRIVE SUITE 350 · BROOKFIELD, WI 53005 | Investment Management | $11,686 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | -2.18% | 5.80%-8.0pp | 4.74%-6.9pp | 11.88%-14.1pp |
| Employer contribution / active EE | $19,833 | $15,506+27.9% | $36,089-45.0% | $14,612+35.7% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |