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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANNING SERVICES INC1+ years Service code 13 · EIN 13-4058106 929 S. ALPINE RD., SUITE 402 · ROCKFORD, IL 61108 | Contract Administrator | $275,853 |
FIRST TRUST ADVISORS LP1+ years Filed as: FIRST TRUST ADVISORS Service code 28 · EIN 36-3788904 | Investment Management | $78,361 |
NORTH CENTRAL ILLINOIS LABORER'S1+ years Filed as: NORTH CENTRAL ILLINOIS LABORER'S FU Service code 99 · EIN 36-0896217 4208 W. PARTRIDGE WAY, UNIT 3 · PEORIA, IL 61615 | Other Fees | $20,000 |
NFP RETIREMENT INC1+ years Filed as: NFP PROPERTY & CASUALTY Service code 23 707 WESTCHESTER AVE #201 · WHITE PLAINS, NY 10604 | Insurance services | $13,494 |
WIPFLI LLP1+ years Service code 10 · EIN 39-0758449 4949 HARRISON AVE, SUITE 300 · ROCKFORD, IL 61108 | Accounting | $13,456 |
DOWD, BLOCH & BENNETT1+ years Filed as: DOWD, BENNETT, CERVONE, AUERBACH & Service code 29 YOKICHI · CHICAGO, IL 60603 | Legal | $11,127 |
CENTRAL LABORERS PENSION FUND1+ years Filed as: CENTRAL LABORERS' PENSION WELFARE Service code 99 · EIN 37-6052379 201 N MAIN ST · JACKSONVILLE, IL 626511267 | Other Fees | $9,618 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,562 | $65,292-79.2% | $78,676-82.8% | $65,292-79.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 73.6%+26.4pp | 72.4%+27.6pp |
| Annual return | -1.04% | 11.84%-12.9pp | 62.19%-63.2pp | 11.84%-12.9pp |
| Employer contribution / active EE | $1,501 | $2,302-34.8% | $2,850-47.3% | $2,302-34.8% |
| Participant deferral / active EE | $0 | $3,579-100.0% | $3,517-100.0% | $3,579-100.0% |
| Admin fee / account holder | $71 | $57+24.5% | $4,510-98.4% | $57+24.5% |