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| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 17 · EIN 36-4001764 500 W MADISON ST, STE 3855 · CHICAGO, IL 60661 | Pension Consulting | $25,000 |
CALIBRE CPA GROUP PLLC1+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60614 | Accounting | $19,488 |
BENEFITS MANAGEMENT GROUP, INC.1+ years Service code 13 · EIN 20-0188125 1520 KENSINGTON, STE 200 · OAKBROOK, IL 60523 | Contract Administrator | $10,000 |
GREGORIO MARCO1+ years Service code 29 · EIN 36-4028033 2 N LASALLE ST 1650 · CHICAGO, IL 60602 | Legal | $7,385 |
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 | $25,725 | $71,802-64.2% | $133,975-80.8% | $57,658-55.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | -1.35% | 13.51%-14.9pp | 29.29%-30.6pp | 5.13%-6.5pp |
| Employer contribution / active EE | $1,736 | $3,161-45.1% | $5,211-66.7% | $1,974-12.1% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $115 | $88+31.5% | $9,324-98.8% | $95+21.9% |