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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Filed as: THE SEGAL CO. Service code 11 · EIN 13-1975125 101 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $103,146 |
Filed as: ZENITH AMERICAN Service code 13 · EIN 52-1590516 2001 NORTH MAYFAIR RD. · MILWAUKEE, WI 53226 | Contract Administrator | $90,693 |
GREGORIO MARCO3+ years Filed as: GREGORIO & ASSOCIATES Service code 29 · EIN 36-4028033 2 NORTH LASALLE STREET · CHICAGO, IL 60602 | Legal | $28,892 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
CALIBRE CPA GROUP PLLC3+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE STREET · CHICAGO, IL 60606 | Accounting | $24,076 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD, STE 800 · GLENDALE, CA 91203 | Investment Management | $20,033 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $9,716 |
NORTHERN TRUST COMPANY3+ years Service code 19 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $9,145 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 12.40% | 12.23%+0.2pp | 10.36%+2.0pp | 13.95%-1.5pp |
| Employer contribution / active EE | $25,561 | $18,059+41.5% | $37,738-32.3% | $16,598+54.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |