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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $261,189 |
ILLINOIS NATIONAL BANK7+ years Service code 19 · EIN 37-0274319 | Securities Custodian | $155,293 |
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $92,500 |
NYHART7+ years Service code 11 · EIN 35-0966414 | Actuarial | $66,012 |
HEALTHSCOPE BENEFITS7+ years Service code 13 · EIN 71-0847266 | Contract Administrator | $65,625 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $64,510 |
KERBER, ECK & BRAECKEL LLP7+ years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 | Accounting | $33,650 |
CAVANAGH & O'HARA7+ years Service code 29 · EIN 37-1259635 | Legal | $27,077 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $16,862 |
Service code 14 · EIN 36-6136791 | Plan Administrator | $6,665 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 8.55% | -8.26%+16.8pp | -5.84%+14.4pp | 2.77%+5.8pp |
| Employer contribution / active EE | $15,316 | $12,543+22.1% | $31,839-51.9% | $15,262+0.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |