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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.3+ years Filed as: BENEFITS MANAGEMENT GROUP INC. Service code 14 · EIN 20-0188125 1520 KENSINGTON ROAD, STE 200 · OAKBROOK, IL 60523 | Plan Administrator | $60,000 |
GREGORIO MARCO3+ years Filed as: GREGORIO & ASSOCIATES Service code 29 · EIN 36-4028033 2 NORTH LASALLE ST., STE 1650 · CHICAGO, IL 60602 | Legal | $52,135 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 17 · EIN 36-4001764 500 WEST MADISON ST., STE 3855 · CHICAGO, IL 606614593 | Pension Consulting | $44,050 |
CALIBRE CPA GROUP PLLC3+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE., STE 1200 WEST · BETHESDA, MD 20814 | Accounting | $34,998 |
LEGACY PROFESSIONALS LLP3+ years Filed as: LEGACY PROFESSIONALS, LLP Service code 10 · EIN 32-0043599 311 SOUTH WACKER DRIVE, STE 4000 · CHICAGO, IL 60606 | Accounting | $7,490 |
AMALGAMATED BANK3+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 ONE WEST MONROE · CHICAGO, IL 606035301 | Securities Custodian | $6,305 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,621 | $82,546-22.9% | $140,019-54.6% | $75,289-15.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | 8.59% | -0.36%+9.0pp | 651.19%-642.6pp | -0.04%+8.6pp |
| Employer contribution / active EE | $5,069 | $3,856+31.5% | $5,605-9.6% | $2,405+110.8% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $70 | $86-19.0% | $10,705-99.4% | $102-32.1% |