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| Provider | Service type | Compensation |
|---|---|---|
TIC INTERNATIONAL CORPORATION1+ years Filed as: TIC INTERNATIONAL Service code 17 · EIN 13-2600875 6825 CENTURION DRIVE · LANSING, MI 48917 | Pension Consulting | $36,639 |
DISABATO ADVISERS, LLC1+ years Service code 27 · EIN 35-2323525 525 W. MONROE ST. STE 560 · CHICAGO, IL 60661 | Advisory (Plan) | $33,333 |
IBEW LOCAL 4611+ years Service code 13 · EIN 36-1264165 | Contract Administrator | $31,585 |
KOVITZ INVESTMENT GROUP1+ years Service code 27 · EIN 91-2198169 115 SOUTH LASALLE ST. 27F · CHICAGO, IL 60603 | Advisory (Plan) | $29,635 |
TRICON XI B LP1+ years Service code 99 · EIN 46-3560265 | Other Fees | $25,000 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY RD · WALNUT CREEK, CA 94596 | Investment Management | $23,801 |
ERIC J. FERNANDEZ & CO.1+ years Service code 10 · EIN 36-3141842 895 WEST MAIN ST. · WEST DUNDEE, IL 60118 | Accounting | $23,664 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 233 S. WACKER DR STE 940 · CHICAGO, IL 60606 | Legal | $20,736 |
Service code 29 · EIN 36-2744057 200 WEST ADAMS ST.STE2200 · CHICAGO, IL 60606 | Legal | $20,591 |
MEKETA INVESTMENT GROUP1+ years Service code 27 525 W. MONROE ST, 560 · CHICAGO, IL 60661 | Advisory (Plan) | $6,667 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,066 | $38,925+378.0% | $73,836+152.0% | $55,191+237.1% |
| Participation rate | 58.7% | 66.0%-7.3pp | 73.4%-14.7pp | 69.2%-10.4pp |
| Annual return | -1.92% | 6.31%-8.2pp | 2268.06%-2270.0pp | 10.78%-12.7pp |
| Employer contribution / active EE | $6,748 | $1,695+298.1% | $2,787+142.1% | $1,899+255.4% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $680 | $83+721.0% | $4,882-86.1% | $91+649.4% |