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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 36-2365968 | Contract Administrator | $88,038 |
THE SEGAL COMPANY8+ years Filed as: THE SEGAL CO. Service code 11 · EIN 13-1975125 101 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $50,883 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD, STE 800 · GLENDALE, CA 91203 | Investment Management | $31,128 |
CALIBRE CPA GROUP PLLC8+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE STREET · CHICAGO, IL 60606 | Accounting | $26,708 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
GREGORIO MARCO4 years Service code 29 · EIN 36-4028033 2 NORTH LASALLE STREET · CHICAGO, IL 60602 | Legal | $20,036 |
TED WINDSOR & ASSOCIATES1 year Service code 11 435 NORTH MICHIGAN AVE, UNIT 307 · CHICAGO, IL 60611 | Actuarial | $19,500 |
PNC BANK, N.A.6 years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $12,434 |
MARCO CONSULTING GROUP1 year Filed as: MARCO, MCGUIRE & ARREOLA Service code 29 3447 NORTH LINCOLN AVE · CHICAGO, IL 60657 | Legal | $7,553 |
NORTHERN TRUST COMPANY8+ years Service code 19 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $3,918 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -15.61% | -6.78%-8.8pp | -5.85%-9.8pp | 39.82%-55.4pp |
| Employer contribution / active EE | $22,191 | $13,335+66.4% | $31,839-30.3% | $19,980+11.1% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |