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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP8+ years Service code 17 · EIN 04-2659023 525 W. MONROE ST, 560 · CHICAGO, IL 60661 | Pension Consulting | $75,000 |
KOVITZ INVESTMENT GROUP8+ years Service code 27 · EIN 91-2198169 115 SOUTH LASALLE ST. 27F · CHICAGO, IL 60603 | Advisory (Plan) | $47,915 |
TIC INTERNATIONAL CORPORATION8+ years Filed as: TIC INTERNATIONAL Service code 17 · EIN 13-2600875 6825 CENTURION DRIVE · LANSING, MI 48917 | Pension Consulting | $38,471 |
Service code 29 · EIN 39-1126909 233 S. WACKER, STE 9400 · CHICAGO, IL 60606 | Legal | $36,761 |
ERIC J. FERNANDEZ & CO.8+ years Service code 10 · EIN 36-3141842 895 WEST MAIN ST. · WEST DUNDEE, IL 60118 | Accounting | $25,752 |
BANSLEY AND KIENER, LLP1 year Filed as: BANSLEY & KIENER Service code 10 · EIN 36-2152389 8745 W. HIGGINS · CHICAGO, IL 60631 | Accounting | $15,364 |
IBEW LOCAL 4618+ years Service code 13 · EIN 36-1264165 | Contract Administrator | $8,366 |
RICHARD J. WOLF & COMPANY3 years Filed as: RICHARD J. WOLF CO. Service code 10 · EIN 36-3182363 P.O. BOX 591 · PALOS PARK, IL 60464 | Accounting | $8,185 |
TRICON XI B LP8+ years Service code 99 · EIN 46-3560265 | Other Fees | $7,429 |
Filed as: NEW YORK LIFE TRUST COMPANY Service code 15 · EIN 13-5582869 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $4,056 |
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 | $260,731 | $47,766+445.8% | $82,744+215.1% | $64,819+302.2% |
| Participation rate | 48.9% | 67.7%-18.8pp | 72.6%-23.7pp | 71.5%-22.6pp |
| Annual return | -14.86% | -13.06%-1.8pp | 702.22%-717.1pp | 32.84%-47.7pp |
| Employer contribution / active EE | $7,584 | $2,182+247.7% | $3,008+152.1% | $2,507+202.5% |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,395-100.0% | $4,311-100.0% |
| Admin fee / account holder | $350 | $143+144.9% | $5,325-93.4% | $188+86.4% |