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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON5 years Filed as: CHEIRON, INC. Service code 11 200 W. MONROE ST., STE. 1800 · CHICAGO, IL 60606 | Actuarial | $102,216 |
DOWD, BLOCH & BENNETT4 years Filed as: DOWD, BLOCH, BENNETT, CERVONE, AUER Service code 29 · EIN 36-3371377 | Legal | $50,696 |
MARCO CONSULTING GROUP9+ years Service code 17 · EIN 36-3555078 | Pension Consulting | $50,000 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $36,309 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 | Investment Management | $31,449 |
AMALGAMATED BANK9+ years Service code 18 · EIN 36-0721895 | Custodial (other than securities) | $12,012 |
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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 | $9,556,684-100.0% | $381,452-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 33.3%-33.3pp | 2.4%-2.4pp |
| Annual return | 10.43% | 22.81%-12.4pp | 7.47%+3.0pp | 22.81%-12.4pp |
| Employer contribution / active EE | $9,804 | $18,290-46.4% | $44,557-78.0% | $18,290-46.4% |
| Participant deferral / active EE | $0 | $603-100.0% | $182-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $3,849-100.0% | $85,222-100.0% |