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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 | $87,460 |
BENEFITS MANAGEMENT GROUP, INC.5+ 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 |
JAMES V GALLERY AND ASSOCIATES5+ 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 ASSOCIATES5+ years Filed as: O'SULLIVAN & ASSOCIATES Service code 11 · EIN 20-8199367 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $29,775 |
CALIBRE CPA GROUP PLLC5+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE ST, SUITE 310 · CHICAGO, IL 60606 | Accounting | $18,500 |
GREGORIO MARCO5+ years Filed as: GREGORIO & ASSOCIATES Service code 29 · EIN 36-4028033 2 N LASALLE STREET STE 1650 · CHICAGO, IL 60602 | Legal | $13,104 |
NATIONAL INVESTMENT SERVICES5+ years Service code 28 · EIN 84-3937993 777 EAST WISCONSIN AVE STE 2350 · MILWAUKEE, WI 53202 | Investment Management | $10,615 |
ATALANTA SOSNOFF5+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLCA Service code 27 · EIN 20-0461050 101 PARK AVE, 6TH FLOOR · NEW YORK, NY 101780008 | Advisory (Plan) | $8,782 |
OBERWEIS ASSET MANAGEMENT INC5+ years Filed as: OBERWEIS ASSET MANAGEMENT Service code 51 · EIN 36-3668290 3333 WARRENVILLE ROAD SUITE 500 · LISLE, IL 60532 | Investment Mgmt Fees | $7,509 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | -0.44% | 10.61%-11.0pp | 9.52%-10.0pp | 627.08%-627.5pp |
| Employer contribution / active EE | $28,352 | $21,392+32.5% | $41,951-32.4% | $18,824+50.6% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |