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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN1+ years Service code 29 · EIN 36-2498571 203 N. LASALLE SUITE 1650 · CHICAGO, IL 60601 | Legal | $226,057 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 18861 90TH AVENUE SUITE A · MOKENA, IL 60448 | Contract Administrator | $197,700 |
DEARBORN PARTNERS1+ years Filed as: DEARBORN PARTNERS, LLC Service code 51 · EIN 36-4145621 200 WEST MADISON STREET · CHICAGO, IL 60606 | Investment Mgmt Fees | $165,842 |
ASB CAPITAL MANAGEMENT1+ years Service code 51 · EIN 80-0618452 7501 WISCONSIN AVENUE SUITE 1500W · BETHESDA, MD 20814 | Investment Mgmt Fees | $144,607 |
CALIBRE CPA GROUP PLLC1+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 566 W. LAKE ST. SUITE 300 · CHICAGO, IL 60661 | Accounting | $63,490 |
GREAT LAKES ADVISORS, LLC1+ years Service code 51 · EIN 80-0292839 222 S. RIVERSIDE PLAZA 28TH FLOOR · CHICAGO, IL 60606 | Investment Mgmt Fees | $55,197 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE & ASSOCIATES Service code 70 · EIN 36-3485298 180 N. LASALLE ST. SUITE 3500 · CHICAGO, IL 60601 | Consulting Fees | $55,000 |
RHUMBLINE ADVISORS1+ years Service code 51 · EIN 04-3118582 300 ROWES WHARF SUITE 350 · BOSTON, MA 021103326 | Investment Mgmt Fees | $54,317 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $45,959 |
NATIONAL INVESTMENT SERVICES1+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 51 · EIN 80-0169636 777 E. WISCONSIN AVE. SUITE 2350 · MILWAUKEE, WI 532025310 | Investment Mgmt Fees | $45,518 |
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 | $139,349 | $80,354+73.4% | $133,975+4.0% | $63,975+117.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | -0.32% | 13.11%-13.4pp | 29.29%-29.6pp | 48.65%-49.0pp |
| Employer contribution / active EE | $6,004 | $3,503+71.4% | $5,211+15.2% | $2,182+175.2% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $375 | $69+441.3% | $9,324-96.0% | $70+432.7% |