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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP5+ years Service code 17 · EIN 04-2659023 525 W. MONROE ST, 560 · CHICAGO, IL 60661 | Pension Consulting | $75,000 |
TIC INTERNATIONAL CORPORATION5+ years Filed as: TIC INTERNATIONAL Service code 17 · EIN 13-2600875 6825 CENTURION DRIVE · LANSING, MI 48917 | Pension Consulting | $38,470 |
KOVITZ INVESTMENT GROUP5+ years Service code 27 · EIN 91-2198169 115 SOUTH LASALLE ST. 27F · CHICAGO, IL 60603 | Advisory (Plan) | $31,754 |
Service code 29 · EIN 39-1126909 233 S. WACKER, STE 9400 · CHICAGO, IL 60606 | Legal | $26,963 |
ERIC J. FERNANDEZ & CO.5+ years Service code 10 · EIN 36-3141842 895 WEST MAIN ST. · WEST DUNDEE, IL 60118 | Accounting | $20,972 |
TRICON XI B LP5+ years Service code 99 · EIN 46-3560265 | Other Fees | $12,881 |
IBEW LOCAL 4615+ years Service code 13 · EIN 36-1264165 | Contract Administrator | $12,083 |
Filed as: NEW YORK LIFE TRUST COMPANY Service code 15 · EIN 13-5582869 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $1,492 |
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 | $267,549 | $54,237+393.3% | $90,304+196.3% | $67,579+295.9% |
| Participation rate | 51.9% | 68.6%-16.7pp | 73.3%-21.4pp | 71.3%-19.4pp |
| Annual return | 19.37% | 37.27%-17.9pp | 78.13%-58.8pp | 378.56%-359.2pp |
| Employer contribution / active EE | $8,028 | $1,846+334.9% | $2,855+181.2% | $2,148+273.8% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $338 | $123+173.5% | $5,354-93.7% | $142+137.2% |