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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP10+ years Service code 17 · EIN 04-2659023 525 W. MONROE ST, 560 · CHICAGO, IL 60661 | Pension Consulting | $75,000 |
Service code 29 · EIN 39-1126909 233 S. WACKER, STE 9400 · CHICAGO, IL 60606 | Legal | $69,317 |
TIC INTERNATIONAL CORPORATION10+ years Filed as: TIC INTERNATIONAL Service code 17 · EIN 13-2600875 6825 CENTURION DRIVE · LANSING, MI 48917 | Pension Consulting | $39,439 |
ERIC J. FERNANDEZ & CO.10+ years Service code 10 · EIN 36-3141842 895 WEST MAIN ST. · WEST DUNDEE, IL 60118 | Accounting | $26,071 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: NEW YORK LIFE TRUST COMPANY Service code 15 · EIN 13-5582869 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $12,058 |
IBEW LOCAL 46110+ years Service code 13 · EIN 36-1264165 | Contract Administrator | $9,713 |
RICHARD J. WOLF & COMPANY5 years Filed as: RICHARD J. WOLF CO. Service code 10 · EIN 36-3182363 P.O. BOX 591 · PALOS PARK, IL 60464 | Accounting | $5,228 |
FRSECURE1 year Service code 16 6550 YORK AVE S 500 · EDINA, MN 55435 | Consulting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,637 | $55,694+490.1% | $81,882+301.4% | $200,096+64.2% |
| Participation rate | 47.3% | 62.7%-15.3pp | 72.4%-25.0pp | 72.0%-24.7pp |
| Annual return | 12.37% | 19.59%-7.2pp | 779.47%-767.1pp | 34.26%-21.9pp |
| Employer contribution / active EE | $7,163 | $2,114+238.8% | $2,916+145.6% | $3,038+135.8% |
| Participant deferral / active EE | $0 | $3,299-100.0% | $4,323-100.0% | $5,090-100.0% |
| Admin fee / account holder | $402 | $348+15.5% | $7,360-94.5% | $269+49.3% |