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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 10 S WACKER DR · CHICAGO, IL 60606 | Recordkeeping | $49,496 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 4 OVERLOOK POINT · LINCOLNSHIRE, IL 600694302 | Actuarial | $23,964 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 2001 N. MAYFAIR ROAD · MILWAUKEE, WI 53226 | Contract Administrator | $22,279 |
CALIBRE CPA GROUP PLLC1+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 566 W LAKE STREET · CHICAGO, IL 60661 | Accounting | $19,531 |
Filed as: BAUM SIGMAN AUERBACH & NEUMAN Service code 29 · EIN 36-2744057 200 W ADAMS STREET · CHICAGO, IL 60601 | Legal | $17,161 |
GROUP ADMINISTRATORS, LTD.1+ years Service code 13 · EIN 36-3381052 915 NATIONAL PARKWAY · SCHAUMBURG, IL 60173 | Contract Administrator | $15,913 |
EVOY, KAMSCHULTE, JACOBS & CO1+ years Filed as: EVOY KAMSCHULTE JACOBS & CO., LLP Service code 10 · EIN 36-2769783 2122 YEOMAN STREET · WAUKEGAN, IL 60087 | Accounting | $11,800 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 180 N LASALLE ST · CHICAGO, IL 60601 | Consulting | $9,167 |
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 | $75,228 | $57,921+29.9% | $84,753-11.2% | $57,658+30.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 0.74% | 10.24%-9.5pp | 22.78%-22.0pp | 5.13%-4.4pp |
| Employer contribution / active EE | $8,991 | $2,598+246.0% | $3,574+151.5% | $1,974+355.5% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $267 | $130+105.8% | $5,333-95.0% | $95+182.3% |