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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HIG CAPITAL Service code 51 · EIN 65-0863927 | Investment Mgmt Fees | $102,417 |
ARNOLD & KADJAN9+ years Service code 29 · EIN 36-2498571 | Legal | $102,218 |
AMALGAMATED BANK2 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $76,520 |
CHEIRON9+ years Service code 11 · EIN 13-4215617 | Actuarial | $62,728 |
Filed as: BENEFITS MANAGEMENT GROUP INC. Service code 13 · EIN 20-0188125 | Contract Administrator | $62,027 |
MARQUETTE ASSOCIATES9+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $44,000 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $31,000 |
RICHARD J. WOLF & COMPANY2 years Filed as: RICHARD J. WOLF & CO., INC. Service code 15 · EIN 36-3182363 | Recordkeeping | $20,955 |
HINSHAW & CULBERTSON9+ years Service code 29 · EIN 36-2128133 | Legal | $10,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 15.87% | 11.08%+4.8pp | 8.10%+7.8pp | 8.76%+7.1pp |
| Employer contribution / active EE | $19,892 | $13,910+43.0% | $28,661-30.6% | $16,640+19.5% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |