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| Provider | Service type | Compensation |
|---|---|---|
KOVITZ INVESTMENT GROUP4 years Service code 51 · EIN 91-2198169 | Investment Mgmt Fees | $73,037 |
MEKETA INVESTMENT GROUP4 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $72,500 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $69,801 |
Filed as: TIC INTERNATIONAL CORP Service code 14 · EIN 13-2600875 | Plan Administrator | $48,672 |
Filed as: REINHART PARTNERS, INC. Service code 28 · EIN 39-1711628 | Investment Management | $44,656 |
BENESYS, INC.2 years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $32,634 |
GARDNER LEWIS5+ years Service code 28 · EIN 23-2778393 | Investment Management | $31,993 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $18,033 |
AMALGAMATED BANK4 years Service code 28 · EIN 13-4920330 | Investment Management | $15,386 |
FIRST MIDWEST BANK1 year Service code 18 214 W WASHINGTON ST · WAUKEGAN, IL 60085 | Custodial (other than securities) | $5,595 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | -3.83% | 9.58%-13.4pp | 9.52%-13.3pp | 11.45%-15.3pp |
| Employer contribution / active EE | $14,106 | $21,155-33.3% | $41,951-66.4% | $17,219-18.1% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |