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| Provider | Service type | Compensation |
|---|---|---|
SMW LOCAL 112 WELFARE FUND2+ years Filed as: SMW LOCAL 265 WELFARE FUND Service code 14 · EIN 36-2356062 205 ALEXANDRIA WAY · CAROL STREAM, IL 60188 | Plan Administrator | $83,112 |
SAGE ADVISORY SERVICES2+ years Service code 28 · EIN 74-2798841 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78748 | Investment Management | $44,438 |
Filed as: BAUM SIGMAN ETAL Service code 29 · EIN 36-2744057 200 W. ADAMS ST., SUITE 2200 · CHICAGO, IL 60606 | Legal | $42,429 |
CALIBRE CPA GROUP PLLC2+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 WEST MONROE STREET, STE 310 · CHICAGO, IL 60606 | Accounting | $32,080 |
THE SEGAL COMPANY2+ years Service code 16 · EIN 13-1975125 101 N. WACKER DR., STE 500 · CHICAGO, IL 60606 | Consulting | $15,453 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INS. SERVICES Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Commissions | $5,674 |
MORGAN STANLEY SMITH BARNEY2+ 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 | $77,640 | $89,274-13.0% | $149,721-48.1% | $77,958-0.4% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 6.15% | 20.36%-14.2pp | 1501.67%-1495.5pp | 20.87%-14.7pp |
| Employer contribution / active EE | $4,707 | $3,727+26.3% | $5,444-13.5% | $2,310+103.7% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $113 | $240-53.1% | $11,282-99.0% | $97+15.6% |