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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $168,715 |
NATIONAL INVESTMENT SERVICES1+ years Service code 28 · EIN 80-0169636 | Investment Management | $168,157 |
SEGALL BRYANT & HAMILL1+ years Filed as: SEGALL, BRYANT, & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $166,503 |
WILLIG, WILLIAMS & DAVIDSON1+ years Service code 29 · EIN 23-2416488 | Legal | $128,138 |
BANSLEY AND KIENER, LLP1+ years Filed as: BANSLEY AND KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $105,895 |
BOSTON PARTNERS1+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 ONE BEACON STREET 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $97,225 |
C. TOMINBERG1+ years Filed as: S. TOMINBERG Service code 30 · EIN 36-6102397 | Employee (plan) | $94,898 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $88,653 |
ILLINOIS ADVOCATES LLC1+ years Service code 29 · EIN 46-1047517 | Legal | $84,127 |
MARCO CONSULTING GROUP1+ years Filed as: THE MARCO CONSULTING GROUP Service code 27 · EIN 36-3555078 | Advisory (Plan) | $70,000 |
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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 | $0 | $381,942,733-100.0% | $115,939-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | -5.03% | 5.69%-10.7pp | 3.97%-9.0pp | 9.19%-14.2pp |
| Employer contribution / active EE | $7,312 | $14,808-50.6% | $28,168-74.0% | $12,608-42.0% |
| Participant deferral / active EE | $0 | $2,219-100.0% | $274-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,837-100.0% | $2,655,710-100.0% |