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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP9+ 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 | $57,268 |
TIC INTERNATIONAL CORPORATION9+ years Filed as: TIC INTERNATIONAL Service code 17 · EIN 13-2600875 6825 CENTURION DRIVE · LANSING, MI 48917 | Pension Consulting | $38,471 |
ERIC J. FERNANDEZ & CO.9+ years Service code 10 · EIN 36-3141842 895 WEST MAIN ST. · WEST DUNDEE, IL 60118 | Accounting | $24,482 |
Filed as: NEW YORK LIFE TRUST COMPANY Service code 15 · EIN 13-5582869 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $9,689 |
IBEW LOCAL 4619+ years Service code 13 · EIN 36-1264165 | Contract Administrator | $8,658 |
RICHARD J. WOLF & COMPANY4 years Filed as: RICHARD J. WOLF CO. Service code 10 · EIN 36-3182363 P.O. BOX 591 · PALOS PARK, IL 60464 | Accounting | $6,085 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 43-1758027 ONE WESTBROOK COR CTR 700 · CHICAGO, IL 60631 | Accounting | $5,775 |
KOVITZ INVESTMENT GROUP9+ years Service code 27 · EIN 91-2198169 115 SOUTH LASALLE ST. 27F · CHICAGO, IL 60603 | Advisory (Plan) | $5,423 |
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 | $304,754 | $52,804+477.1% | $86,617+251.8% | $80,149+280.2% |
| Participation rate | 47.9% | 62.6%-14.8pp | 71.7%-23.8pp | 72.9%-25.1pp |
| Annual return | 17.34% | 24.84%-7.5pp | 591.91%-574.6pp | 40.39%-23.1pp |
| Employer contribution / active EE | $7,776 | $2,140+263.4% | $3,023+157.2% | $2,977+161.2% |
| Participant deferral / active EE | $0 | $3,226-100.0% | $4,437-100.0% | $5,015-100.0% |
| Admin fee / account holder | $398 | $113+252.4% | $5,613-92.9% | $145+174.4% |