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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.5+ years Filed as: BENEFITS MANAGEMENT GROUP INC. Service code 14 · EIN 20-0188125 1520 KENSINGTON ROAD, STE 200 · OAKBROOK, IL 60523 | Plan Administrator | $67,200 |
DIMEO SCHNEIDER & ASSOCIATES LLC5+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 17 · EIN 36-4001764 500 WEST MADISON ST., STE 3855 · CHICAGO, IL 606614593 | Pension Consulting | $44,775 |
CALIBRE CPA GROUP PLLC5+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE., STE 1200 WEST · BETHESDA, MD 20814 | Accounting | $36,193 |
GREGORIO MARCO5+ years Filed as: GREGORIO & ASSOCIATES Service code 29 · EIN 36-4028033 2 NORTH LASALLE ST., STE 1650 · CHICAGO, IL 60602 | Legal | $35,172 |
AMALGAMATED BANK5+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 ONE WEST MONROE · CHICAGO, IL 606035301 | Securities Custodian | $6,615 |
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 | $67,665 | $110,699-38.9% | $177,839-62.0% | $90,274-25.0% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 6.66% | 22.79%-16.1pp | 48.33%-41.7pp | 53.97%-47.3pp |
| Employer contribution / active EE | $4,710 | $4,118+14.4% | $5,919-20.4% | $2,523+86.6% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,231-100.0% |
| Admin fee / account holder | $61 | $90-31.9% | $12,432-99.5% | $114-46.2% |