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| Provider | Service type | Compensation |
|---|---|---|
HUSCH BLACKWELL6 years Service code 29 120 SOUTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Legal | $515,188 |
Filed as: WELFARE AND PENSION ADMINISTRATION Service code 13 · EIN 91-1363171 PO BOX 34206 · SEATTLE, WA 98124 | Contract Administrator | $179,201 |
DOWD, BLOCH & BENNETT5 years Filed as: DOWD BENNETT CERVONE AUBERCH Service code 29 8 S MICHIGAN AVE · CHICAGO, IL 60603 | Legal | $64,571 |
ACADIAN ASSET MANAGEMENT LLC5 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $59,560 |
COHERENT ECONOMICS1 year Filed as: COHERENT ECONOMICS LLC Service code 29 1 NORTH LASALLE STREET, SUITE 2900 · CHICAGO, IL 60602 | Legal | $54,715 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 33 W 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $53,001 |
Filed as: NORTH CENTRAL ILLINOIS LABORERS Service code 99 4208 W PARTRIDGE WAY · PEORIA, IL 61615 | Other Fees | $41,324 |
THE BANK OF NEW YORK MELLON8 years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $40,555 |
LOOMIS SAYLES3 years Filed as: LOOMIS/SAYLES Service code 28 PO BOX 5493 · BOSTON, MA 02206 | Investment Management | $30,112 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $21,750 |
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 | $21,632 | $94,566-77.1% | $103,693-79.1% | $94,566-77.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 72.6%+27.4pp | 85.7%+14.3pp |
| Annual return | 6.79% | 12.00%-5.2pp | 47.61%-40.8pp | 12.00%-5.2pp |
| Employer contribution / active EE | $2,376 | $4,385-45.8% | $2,920-18.7% | $4,385-45.8% |
| Participant deferral / active EE | $0 | $4,140-100.0% | $4,579-100.0% | $4,140-100.0% |
| Admin fee / account holder | $152 | $202-24.7% | $7,858-98.1% | $202-24.7% |