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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.8+ years Filed as: BENEFITS MANAGEMENT GROUP INC. Service code 14 · EIN 20-0188125 | Plan Administrator | $67,200 |
GREGORIO MARCO2 years Filed as: GREGORIO, STEC, KLEIN & HOSE Service code 29 · EIN 36-4028033 | Legal | $60,725 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 17 · EIN 36-4001764 | Pension Consulting | $47,100 |
CALIBRE CPA GROUP PLLC8+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $31,637 |
AMALGAMATED BANK8+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $9,966 |
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 | $139,801 | $88,479+58.0% | $96,543+44.8% | $80,187+74.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | -1.20% | 22.53%-23.7pp | 35.75%-36.9pp | 40.40%-41.6pp |
| Employer contribution / active EE | $8,498 | $4,177+103.5% | $3,741+127.2% | $2,980+185.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $121 | $211-42.6% | $6,737-98.2% | $145-16.2% |