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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN Service code 13 · EIN 52-1590516 2001 NORTH MAYFAIR RD. · MILWAUKEE, WI 53226 | Contract Administrator | $93,716 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL CO. Service code 11 · EIN 13-1975125 101 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $92,318 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD, STE 800 · GLENDALE, CA 91203 | Investment Management | $21,471 |
CALIBRE CPA GROUP PLLC4+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE STREET · CHICAGO, IL 60606 | Accounting | $19,750 |
GREGORIO MARCO4+ years Filed as: GREGORIO & ASSOCIATES Service code 29 · EIN 36-4028033 2 NORTH LASALLE STREET · CHICAGO, IL 60602 | Legal | $13,836 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $10,299 |
NORTHERN TRUST COMPANY4+ years Service code 19 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $0 |
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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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -4.06% | -1.53%-2.5pp | -2.18%-1.9pp | -0.69%-3.4pp |
| Employer contribution / active EE | $27,684 | $14,498+91.0% | $38,751-28.6% | $16,786+64.9% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |