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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT8 years Service code 28 · EIN 80-0618452 | Investment Management | $82,629 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $32,000 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 11-3658445 | Securities Custodian | $29,991 |
CHEIRON6 years Service code 11 · EIN 13-4215617 | Actuarial | $29,200 |
ASHER, GITTLER & D'ALBA, LTD.10+ years Filed as: ASHER,GITTLER,D'ALBA Service code 29 · EIN 36-2786883 | Legal | $9,693 |
SEGALL BRYANT & HAMILL10+ years Service code 28 · EIN 35-2679129 | Investment Management | $8,436 |
MICHAEL F. YATES & COMPANY, INC.10+ years Filed as: MICHAEL MILLER Service code 20 · EIN 36-2131365 | Trustee (individual) | $8,027 |
AMALGAMATED BANK10+ years Filed as: AMALGATRUST Service code 19 · EIN 36-6228122 | Securities Custodian | $7,737 |
ALLISON, SLUTSKY & KENNEDY8 years Service code 20 230 W. MONROE ST · CHICAGO, IL 60606 | Trustee (individual) | $6,000 |
JAMES KORBA10+ years Service code 20 · EIN 36-2131365 | Trustee (individual) | $6,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $280,286-100.0% | $280,286-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 11.1%-11.1pp | 31.0%-31.0pp |
| Annual return | 2.64% | -3.86%+6.5pp | 3.16%-0.5pp | 14.18%-11.5pp |
| Employer contribution / active EE | $0 | $32,936-100.0% | $21,438-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $68-100.0% |
| Admin fee / account holder | $0 | $17,688-100.0% | - | $17,688-100.0% |