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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIMEO SCHNEIDER & ASSOC. Service code 17 · EIN 36-4001764 500 W MADISON AVENUE · CHICAGO, IL 60661 | Pension Consulting | $120,698 |
BENEFITS MANAGEMENT GROUP, INC.2+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 13 · EIN 20-0188125 1520 KENSINGTON SUITE 200 · OAK BROOK, IL 60523 | Contract Administrator | $84,000 |
Filed as: QUEST INVESTMENT MANAGEMENT, INC Service code 27 · EIN 93-0880854 ONE SW COLUMBIA SUITE 1100 · PORTLAND, OR 97258 | Advisory (Plan) | $36,882 |
JAMES V GALLERY AND ASSOCIATES2+ 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 ASSOCIATES2+ years Filed as: O'SULLIVAN & ASSOCIATES Service code 11 · EIN 20-8199367 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $29,150 |
NATIONAL INVESTMENT SERVICES2+ years Service code 28 · EIN 80-0169636 777 EAST WISCONSIN AVE STE 2350 · MILWAUKEE, WI 53202 | Investment Management | $20,215 |
CALIBRE CPA GROUP PLLC2+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 566 W LAKE STREET, SUITE 300 · CHICAGO, IL 60661 | Accounting | $19,950 |
OBERWEIS ASSET MANAGEMENT INC2+ years Filed as: OBERWEIS ASSET MANAGEMENT Service code 51 · EIN 36-3668290 3333 WARRENVILLE ROAD SUITE 500 · LISLE, IL 60532 | Investment Mgmt Fees | $16,672 |
Filed as: JB INVESTMENT MANAGEMENT LLC Service code 28 · EIN 61-1550321 13890 BISHOPS DRIVE SUITE 350 · BROOKFIELD, WI 53005 | Investment Management | $14,323 |
GREGORIO MARCO2+ years Filed as: GREGORIO & ASSOCIATES Service code 29 · EIN 36-4028033 2 N LASALLE STREET STE 1650 · CHICAGO, IL 60602 | Legal | $9,357 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 10.84% | 12.23%-1.4pp | 10.36%+0.5pp | 13.95%-3.1pp |
| Employer contribution / active EE | $21,770 | $18,059+20.5% | $37,738-42.3% | $16,598+31.2% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |