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| Provider | Service type | Compensation |
|---|---|---|
SMW LOCAL 112 WELFARE FUND3+ years Filed as: SMW LOCAL 265 WELFARE FUND Service code 14 · EIN 36-2356062 205 ALEXANDRIA WAY · CAROL STREAM, IL 60188 | Plan Administrator | $92,928 |
SAGE ADVISORY SERVICES3+ years Service code 28 · EIN 74-2798841 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $58,284 |
Filed as: BAUM SIGMAN ETAL Service code 29 · EIN 36-2744057 200 W. ADAMS ST., SUITE 2200 · CHICAGO, IL 60606 | Legal | $34,969 |
CALIBRE CPA GROUP PLLC3+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 WEST MONROE STREET, STE 310 · CHICAGO, IL 60606 | Accounting | $33,788 |
BOND BROTHERS1 year Service code 36 · EIN 36-2433269 7826 47TH ST. · LYONS, IL 60534 | Copying and duplicating | $6,594 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INS. SERVICES Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Commissions | $5,321 |
MORGAN STANLEY SMITH BARNEY3+ 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 |
COMERICA BANK1 year Service code 19 · EIN 42-1741646 411 W. LAFAYETTE AVE · DETROIT, MI 48226 | Securities Custodian | $3,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,176 | $82,546-0.4% | $140,019-41.3% | $75,289+9.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | 4.52% | -0.36%+4.9pp | 651.19%-646.7pp | -0.04%+4.6pp |
| Employer contribution / active EE | $5,360 | $3,856+39.0% | $5,605-4.4% | $2,405+122.9% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $114 | $86+33.1% | $10,705-98.9% | $102+11.6% |