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| Provider | Service type | Compensation |
|---|---|---|
SMW LOCAL 112 WELFARE FUND1+ years Filed as: SMW LOCAL 265 WELFARE FUND Service code 14 · EIN 36-2356062 205 ALEXANDRIA WAY · CAROL STREAM, IL 60188 | Plan Administrator | $74,235 |
SAGE ADVISORY SERVICES1+ years Service code 28 · EIN 74-2798841 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78748 | Investment Management | $38,826 |
CALIBRE CPA GROUP PLLC1+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 566 WEST LAKE STREET, SUITE 300 · CHICAGO, IL 60661 | Accounting | $33,871 |
Filed as: BAUM SIGMAN ETAL Service code 29 · EIN 36-2744057 200 W. ADAMS ST., SUITE 2200 · CHICAGO, IL 60606 | Legal | $21,904 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 13-1975125 101 N. WACKER DR., STE 500 · CHICAGO, IL 60606 | Consulting | $6,585 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: GRAYSTONE CONSULTING/SMITH BARNEY Service code 19 · EIN 36-3145972 800 E. 96TH STREET, SUITE 400 · INDIANAPOLIS, IN 46240 | Securities Custodian | $5,000 |
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 | $71,303 | $80,354-11.3% | $133,975-46.8% | $63,975+11.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 0.39% | 13.11%-12.7pp | 29.29%-28.9pp | 48.65%-48.3pp |
| Employer contribution / active EE | $4,064 | $3,503+16.0% | $5,211-22.0% | $2,182+86.3% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $90 | $69+30.3% | $9,324-99.0% | $70+28.3% |