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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.6+ 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 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 17 · EIN 36-4001764 500 WEST MADISON ST., STE 3855 · CHICAGO, IL 606614593 | Pension Consulting | $45,675 |
CALIBRE CPA GROUP PLLC6+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE., STE 1200 WEST · BETHESDA, MD 20814 | Accounting | $26,533 |
GREGORIO MARCO6+ years Filed as: GREGORIO & ASSOCIATES Service code 29 · EIN 36-4028033 2 NORTH LASALLE ST., STE 1650 · CHICAGO, IL 60602 | Legal | $18,086 |
AMALGAMATED BANK6+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 ONE WEST MONROE · CHICAGO, IL 606035301 | Securities Custodian | $7,743 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,909 | $118,337-29.1% | $189,534-55.7% | $93,010-9.8% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 73.9%+26.1pp |
| Annual return | 25.76% | 21.77%+4.0pp | 555.39%-529.6pp | 158.70%-132.9pp |
| Employer contribution / active EE | $4,458 | $4,204+6.0% | $6,162-27.7% | $2,705+64.8% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,220-100.0% | $4,561-100.0% |
| Admin fee / account holder | $52 | $100-47.8% | $12,049-99.6% | $152-65.7% |