Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $100,715 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $92,625 |
UMR2 years Service code 13 · EIN 39-1995276 | Contract Administrator | $73,508 |
CAVANAGH & O'HARA10+ years Service code 29 · EIN 37-1259635 | Legal | $54,214 |
BENESYS, INC.3 years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $41,500 |
KERBER, ECK & BRAECKEL LLP10+ years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 | Accounting | $39,519 |
ILLINOIS NATIONAL BANK10+ years Service code 19 · EIN 37-0274319 | Securities Custodian | $35,056 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $29,564 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $24,337 |
Service code 14 · EIN 36-6136791 | Plan Administrator | $8,232 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 5.77% | 8.62%-2.8pp | 8.99%-3.2pp | 10.52%-4.7pp |
| Employer contribution / active EE | $15,860 | $14,400+10.1% | $25,171-37.0% | $15,140+4.8% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |