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| Provider | Service type | Compensation |
|---|---|---|
SMW LOCAL 112 WELFARE FUND4+ years Filed as: SMW LOCAL 265 WELFARE FUND Service code 14 · EIN 36-2356062 205 ALEXANDRIA WAY · CAROL STREAM, IL 60188 | Plan Administrator | $141,091 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $94,782 |
Filed as: BAUM SIGMAN ETAL Service code 29 · EIN 36-2744057 200 W. ADAMS ST., SUITE 2200 · CHICAGO, IL 60606 | Legal | $46,459 |
CALIBRE CPA GROUP PLLC4+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 WEST MONROE STREET, STE 310 · CHICAGO, IL 60606 | Accounting | $43,042 |
SAGE ADVISORY SERVICES4+ years Service code 28 · EIN 74-2798841 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $29,176 |
THE SEGAL COMPANY4+ years Service code 16 · EIN 13-1975125 101 N. WACKER DR., STE 500 · CHICAGO, IL 60606 | Consulting | $8,765 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INS. SERVICES Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Commissions | $5,304 |
MORGAN STANLEY SMITH BARNEY4+ 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 BANK2 years Service code 19 · EIN 42-1741646 411 W. LAFAYETTE AVE · DETROIT, MI 48226 | Securities Custodian | $2,250 |
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 | $86,946 | $95,776-9.2% | $162,185-46.4% | $77,775+11.8% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 2.73% | 37.03%-34.3pp | 115.61%-112.9pp | 32.58%-29.8pp |
| Employer contribution / active EE | $5,969 | $3,874+54.1% | $5,613+6.3% | $2,504+138.4% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $171 | $88+95.1% | $10,844-98.4% | $100+70.9% |