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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 | $90,355 |
BENEFITS MANAGEMENT GROUP, INC.3+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 13 · EIN 20-0188125 1520 KENSINGTON SUITE 200 · OAK BROOK, IL 60523 | Contract Administrator | $84,139 |
NATIONAL INVESTMENT SERVICES3+ years Service code 28 · EIN 80-0169636 777 EAST WISCONSIN AVE STE 2350 · MILWAUKEE, WI 53202 | Investment Management | $34,377 |
JAMES V GALLERY AND ASSOCIATES3+ years Filed as: JAMES V. GALLERY AND ASSOC. Service code 15 · EIN 20-0188135 1520 KENSINGTON SUITE 200 · OAK BROOK, IL 60523 | Recordkeeping | $30,000 |
O'SULLIVAN ASSOCIATES3+ years Filed as: O'SULLIVAN & ASSOCIATES Service code 11 · EIN 20-8199367 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $28,950 |
CALIBRE CPA GROUP PLLC3+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE ST, SUITE 310 · CHICAGO, IL 60606 | Accounting | $18,843 |
GREGORIO MARCO3+ years Filed as: GREGORIO & ASSOCIATES Service code 29 · EIN 36-4028033 2 N LASALLE STREET STE 1650 · CHICAGO, IL 60602 | Legal | $17,196 |
Filed as: QUEST INVESTMENT MANAGEMENT, INC Service code 27 · EIN 93-0880854 ONE SW COLUMBIA SUITE 1100 · PORTLAND, OR 97258 | Advisory (Plan) | $16,152 |
OBERWEIS ASSET MANAGEMENT INC3+ years Filed as: OBERWEIS ASSET MANAGEMENT Service code 51 · EIN 36-3668290 3333 WARRENVILLE ROAD SUITE 500 · LISLE, IL 60532 | Investment Mgmt Fees | $11,758 |
ATALANTA SOSNOFF3+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLCA Service code 27 · EIN 20-0461050 101 PARK AVE, 6TH FLOOR · NEW YORK, NY 101780008 | Advisory (Plan) | $6,744 |
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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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | 3.84% | -1.53%+5.4pp | -2.18%+6.0pp | -0.69%+4.5pp |
| Employer contribution / active EE | $21,499 | $14,498+48.3% | $38,751-44.5% | $16,786+28.1% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |